V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+3.61%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.42B
AUM Growth
+$100M
(+2.3%)
Cap. Flow
-$54.8M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
51.24%
Holding
806
New
40
Increased
231
Reduced
386
Closed
46
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$12.2M |
| 2 |
Schneider National
SNDR
|
+$11.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$6.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$5.87M |
| 5 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$4.64M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$11.8M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$9.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.06M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$5.34M |
| 5 |
OKS
Oneok Partners LP
OKS
|
+$4.71M |
Sector Composition
| 1 | Financials | 5.3% |
| 2 | Healthcare | 4.21% |
| 3 | Energy | 4.2% |
| 4 | Technology | 3.96% |
| 5 | Consumer Staples | 3.27% |
