V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.35M
3
+$6.32M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M

Top Sells

1
+$20.7M
2
+$15.4M
3
+$14.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.06M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.64M

Sector Composition

1 Financials 5.06%
2 Technology 4.95%
3 Healthcare 3.54%
4 Consumer Staples 2.81%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$343K 0.01%
3,511
+8
627
$343K 0.01%
4,272
+112
628
$342K 0.01%
21,091
629
$342K 0.01%
+2,832
630
$340K 0.01%
3,902
631
$339K 0.01%
13,648
+187
632
$338K 0.01%
5,210
+551
633
$336K 0.01%
4,860
+383
634
$334K 0.01%
13,425
-541
635
$334K 0.01%
+9,568
636
$333K 0.01%
12,997
+299
637
$331K 0.01%
10,462
-236
638
$331K 0.01%
+5,310
639
$330K 0.01%
2,464
-29
640
$328K 0.01%
3,429
+472
641
$328K 0.01%
+4,498
642
$328K 0.01%
6,318
-64
643
$326K 0.01%
2,852
-43
644
$326K 0.01%
1,693
+51
645
$325K 0.01%
6,234
+67
646
$323K 0.01%
17,840
-860
647
$323K 0.01%
19,225
-703
648
$322K 0.01%
7,241
+51
649
$322K 0.01%
4,680
+200
650
$322K 0.01%
2,242
-39
24 25
26
27 28