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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$524K 0.01%
1,143
-2
527
$521K 0.01%
4,469
+284
528
$519K 0.01%
3,214
+24
529
$519K 0.01%
13,063
+63
530
$517K 0.01%
37,935
-41
531
$511K 0.01%
9,365
+1,140
532
$510K 0.01%
4,750
-2,518
533
$508K 0.01%
872
534
$508K 0.01%
9,906
535
$504K 0.01%
5,568
+1,091
536
$503K 0.01%
4,371
+76
537
$501K 0.01%
6,413
+7
538
$500K 0.01%
8,966
+37
539
$500K 0.01%
+50,000
540
$495K 0.01%
3,071
+105
541
$495K 0.01%
4,500
-92
542
$488K 0.01%
8,007
543
$487K 0.01%
4,220
544
$485K 0.01%
6,000
545
$481K 0.01%
8,166
+263
546
$479K 0.01%
9,903
+52
547
$478K 0.01%
+14,002
548
$473K 0.01%
17,585
-3,923
549
$473K 0.01%
3,495
+13
550
$471K 0.01%
4,200
20 21
22
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