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
551
$580K 0.01%
77,900
552
$578K 0.01%
34,917
+390
553
$576K 0.01%
10,413
+1,227
554
$574K 0.01%
13,140
+2,600
555
$574K 0.01%
17,354
-1,027
556
$571K 0.01%
22,070
557
$571K 0.01%
17,242
-2,806
558
$571K 0.01%
25,119
+2,817
559
$570K 0.01%
7,540
+96
560
$567K 0.01%
24,288
-7,977
561
$567K 0.01%
35,029
562
$563K 0.01%
15,453
+8,974
563
$563K 0.01%
11,917
+4,577
564
$562K 0.01%
11,769
565
$561K 0.01%
13,646
+917
566
$559K 0.01%
44,366
+204
567
$558K 0.01%
11,127
-67
568
$556K 0.01%
21,277
569
$552K 0.01%
6,290
-1,002
570
$552K 0.01%
9,905
+2,100
571
$549K 0.01%
12,404
-17
572
$549K 0.01%
7,930
-403
573
$547K 0.01%
+30,899
574
$544K 0.01%
10,275
575
$544K 0.01%
7,597
+913
21 22
23
24 25