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
576
$542K 0.01%
14,984
-380
577
$541K 0.01%
16,779
+6,026
578
$540K 0.01%
8,747
-838
579
$537K 0.01%
15,711
-3,050
580
$528K 0.01%
18,714
-129
581
$527K 0.01%
15,066
-300
582
$527K 0.01%
11,040
-1,100
583
$527K 0.01%
8,541
+2,417
584
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14,243
-30,600
585
$525K 0.01%
8,135
+2,694
586
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4,146
+11
587
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1,198
-455
588
$520K 0.01%
12,511
589
$520K 0.01%
7,682
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590
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2,049
591
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592
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16,320
593
$515K 0.01%
9,361
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8,293
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595
$509K 0.01%
7,500
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596
$507K 0.01%
4,667
+7
597
$505K 0.01%
16,645
-830
598
$505K 0.01%
21,085
-31
599
$503K 0.01%
4,761
600
$503K 0.01%
6,635
-332
22 23
24
25 26