V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$14.1M
2
+$12.5M
3
+$8.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.27M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.14M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$8.25M
4
BUD icon
AB InBev
BUD
+$6.64M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.99M

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
626
$299K 0.01%
6,543
-662
627
$297K 0.01%
5,743
-23
628
$296K 0.01%
3,757
-791
629
$295K 0.01%
2,700
630
$295K 0.01%
3,175
-1,300
631
$294K 0.01%
6,782
+305
632
$291K 0.01%
6,933
+371
633
$290K 0.01%
5,804
634
$290K 0.01%
5,756
635
$290K 0.01%
12,250
636
$289K 0.01%
1,910
+193
637
$286K 0.01%
2,441
-233
638
$286K 0.01%
1,913
-264
639
$285K 0.01%
10,554
-3,732
640
$284K 0.01%
6,342
641
$284K 0.01%
13,880
+1,021
642
$283K 0.01%
8,170
-834
643
$283K 0.01%
2,819
-754
644
$282K 0.01%
7,166
-36
645
$281K 0.01%
8,035
+908
646
$281K 0.01%
+5,600
647
$281K 0.01%
12,795
-6,400
648
$280K 0.01%
11,332
-352
649
$279K 0.01%
10,287
650
$279K 0.01%
7,600
24 25
26
27 28