V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.69M
3
+$7.51M
4
ABBV icon
AbbVie
ABBV
+$6.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.67M

Top Sells

1
+$6.94M
2
+$6.45M
3
+$6.35M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.93M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.69M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$518K 0.01%
2,164
-34
527
$517K 0.01%
3,305
+110
528
$516K 0.01%
13,301
+58
529
$516K 0.01%
6,265
+314
530
$514K 0.01%
20,832
+6,758
531
$513K 0.01%
+21,536
532
$512K 0.01%
1,458
+269
533
$512K 0.01%
11,243
+390
534
$507K 0.01%
135,096
535
$507K 0.01%
+7,675
536
$505K 0.01%
10,511
+2,125
537
$503K 0.01%
41,258
538
$502K 0.01%
4,003
+179
539
$501K 0.01%
2,564
+193
540
$501K 0.01%
6,174
-965
541
$500K 0.01%
9,290
542
$500K 0.01%
3,636
+51
543
$500K 0.01%
8,605
-5,217
544
$496K 0.01%
8,007
545
$493K 0.01%
4,348
-3,338
546
$493K 0.01%
3,759
+7
547
$492K 0.01%
9,772
+418
548
$489K 0.01%
7,619
+25
549
$487K 0.01%
2,663
+98
550
$487K 0.01%
2,786
-169
20 21
22
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