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
601
$502K 0.01%
3,513
-446
602
$501K 0.01%
5,174
603
$498K 0.01%
14,420
604
$497K 0.01%
12,590
-6,210
605
$497K 0.01%
30,600
606
$496K 0.01%
7,713
+2,300
607
$492K 0.01%
6,777
-94
608
$492K 0.01%
9,462
+2,988
609
$487K 0.01%
11,083
+650
610
$486K 0.01%
58,782
-10,442
611
$483K 0.01%
6,569
+1,414
612
$481K 0.01%
8,797
-1,000
613
$480K 0.01%
11,462
-198
614
$477K 0.01%
7,458
615
$473K 0.01%
8,643
616
$472K 0.01%
10,482
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617
$472K 0.01%
11,079
+5,130
618
$467K 0.01%
15,476
-648
619
$464K 0.01%
15,699
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620
$463K 0.01%
37,672
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621
$460K 0.01%
7,920
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622
$460K 0.01%
10,196
-1,538
623
$452K 0.01%
7,870
+488
624
$451K 0.01%
7,677
+1,433
625
$450K 0.01%
52,732
23 24
25
26 27