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
551
$467K 0.01%
+3,966
552
$466K 0.01%
5,630
+120
553
$464K 0.01%
876
+17
554
$463K 0.01%
5,744
-45
555
$459K 0.01%
2,524
+21
556
$458K 0.01%
32,029
+494
557
$457K 0.01%
9,869
-1,249
558
$456K 0.01%
8,656
-1,934
559
$455K 0.01%
20,096
+192
560
$455K 0.01%
10,068
+177
561
$454K 0.01%
8,552
+250
562
$454K 0.01%
5,247
+27
563
$449K 0.01%
3,855
-240
564
$449K 0.01%
7,603
-1,838
565
$446K 0.01%
5,417
-4,160
566
$445K 0.01%
4,751
-218
567
$444K 0.01%
1,605
+27
568
$443K 0.01%
1,943
-2
569
$440K 0.01%
6,110
+73
570
$439K 0.01%
4,116
+760
571
$437K 0.01%
+6,933
572
$437K 0.01%
3,524
-231
573
$437K 0.01%
5,258
+183
574
$435K 0.01%
4,812
+134
575
$434K 0.01%
4,621
+128
21 22
23
24 25