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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$327K 0.01%
5,305
+791
602
$327K 0.01%
5,584
-234
603
$325K 0.01%
3,856
+206
604
$325K 0.01%
2,116
605
$324K 0.01%
1,853
-21
606
$323K 0.01%
6,132
+368
607
$321K 0.01%
+11,664
608
$318K 0.01%
5,108
+67
609
$316K 0.01%
6,600
-850
610
$311K 0.01%
21,602
-5,505
611
$311K 0.01%
5,307
-170
612
$311K 0.01%
7,827
+49
613
$310K 0.01%
6,023
-2,010
614
$310K 0.01%
2,749
-253
615
$309K 0.01%
3,625
+66
616
$309K 0.01%
1,323
-331
617
$309K 0.01%
9,485
-8,195
618
$306K 0.01%
4,451
619
$306K 0.01%
7,252
+234
620
$304K 0.01%
2,659
-27
621
$302K 0.01%
9,445
-1,500
622
$301K 0.01%
3,005
623
$301K 0.01%
19,941
+1,089
624
$300K 0.01%
18,249
-3,778
625
$299K 0.01%
10,097
-1,402
23 24
25
26 27