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
626
$450K 0.01%
18,318
-1,931
627
$448K 0.01%
12,578
+5,362
628
$446K 0.01%
15,806
+400
629
$446K 0.01%
12,194
630
$446K 0.01%
18,362
+850
631
$445K 0.01%
5,536
-8
632
$445K 0.01%
3,559
-92
633
$436K 0.01%
60,510
+20,100
634
$435K 0.01%
12,015
-1,090
635
$434K 0.01%
7,402
-30
636
$434K 0.01%
6,072
-595
637
$433K 0.01%
6,032
+3
638
$432K 0.01%
4,485
639
$430K 0.01%
11,203
-1,568
640
$428K 0.01%
47,749
-839
641
$427K 0.01%
7,401
-242
642
$427K 0.01%
22,906
643
$425K 0.01%
15,806
+5,421
644
$424K 0.01%
9,057
-1,024
645
$423K 0.01%
8,800
-385
646
$422K 0.01%
5,755
647
$420K 0.01%
19,000
+8,680
648
$419K 0.01%
7,869
+390
649
$418K 0.01%
+6,712
650
$414K 0.01%
12,099
+143
24 25
26
27 28