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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$468K 0.01%
3,482
-45
527
$466K 0.01%
8,007
-87
528
$464K 0.01%
5,780
+840
529
$460K 0.01%
6,406
-18
530
$457K 0.01%
4,969
-1,747
531
$456K 0.01%
5,869
532
$456K 0.01%
4,592
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533
$456K 0.01%
11,118
-534
534
$454K 0.01%
1,578
+1
535
$453K 0.01%
5,510
-260
536
$451K 0.01%
2,489
+343
537
$449K 0.01%
5,789
+50
538
$446K 0.01%
9,891
-2,322
539
$441K 0.01%
31,535
-2,078
540
$434K 0.01%
4,200
541
$433K 0.01%
4,185
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542
$428K 0.01%
5,640
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543
$428K 0.01%
9,837
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544
$427K 0.01%
5,220
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545
$423K 0.01%
18,334
546
$422K 0.01%
3,755
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547
$420K 0.01%
9,851
+156
548
$417K 0.01%
4,095
-891
549
$417K 0.01%
4,678
+136
550
$417K 0.01%
859
+112
20 21
22
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