V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.71M
3
+$4.01M
4
KKR icon
KKR & Co
KKR
+$3.82M
5
BX icon
Blackstone
BX
+$2.94M

Top Sells

1
+$9.61M
2
+$9.16M
3
+$7.33M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.23M
5
MA icon
Mastercard
MA
+$7.1M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.59%
4 Healthcare 4.27%
5 Technology 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$637K 0.01%
13,744
-244
527
$637K 0.01%
13,569
-1,127
528
$635K 0.01%
30,589
+1,365
529
$634K 0.01%
34,906
+289
530
$631K 0.01%
11,988
+206
531
$630K 0.01%
+3,734
532
$626K 0.01%
10,065
+2,120
533
$622K 0.01%
5,355
-453
534
$620K 0.01%
13,078
-122
535
$618K 0.01%
10,644
+1,473
536
$616K 0.01%
18,364
-120
537
$613K 0.01%
8,911
+1,477
538
$613K 0.01%
14,181
-288
539
$611K 0.01%
9,797
+20
540
$608K 0.01%
9,775
-700
541
$607K 0.01%
9,744
+721
542
$598K 0.01%
12,715
-288
543
$597K 0.01%
12,739
-343
544
$594K 0.01%
10,358
-248
545
$593K 0.01%
23,011
+12,974
546
$588K 0.01%
64,768
-473
547
$587K 0.01%
7,739
+642
548
$585K 0.01%
486
+12
549
$585K 0.01%
9,395
550
$583K 0.01%
11,495
+4,217
20 21
22
23 24