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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$316K 0.01%
10,892
-824
627
$315K 0.01%
1,190
+5
628
$315K 0.01%
14,113
+62
629
$312K 0.01%
10,166
+244
630
$312K 0.01%
14,972
+3,368
631
$311K 0.01%
5,284
+1
632
$310K 0.01%
5,841
+339
633
$309K 0.01%
2,000
634
$308K 0.01%
2,960
+592
635
$307K 0.01%
2,677
636
$306K 0.01%
1,407
+3
637
$306K 0.01%
5,711
+75
638
$303K 0.01%
4,810
-69
639
$302K 0.01%
3,028
-16
640
$301K 0.01%
10,846
-884
641
$301K 0.01%
+9,541
642
$301K 0.01%
7,095
+52
643
$300K 0.01%
1,209
-2
644
$300K 0.01%
4,883
645
$299K 0.01%
7,180
+340
646
$299K 0.01%
3,006
+23
647
$297K 0.01%
+1,941
648
$296K 0.01%
5,955
+243
649
$296K 0.01%
+9,444
650
$294K 0.01%
1,618
+37
24 25
26
27 28