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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.43M
3
+$9.27M
4
CB icon
Chubb
CB
+$4.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.53M

Top Sells

1
+$55.3M
2
+$53.9M
3
+$5.54M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.27M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.21M

Sector Composition

1 Technology 5.89%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$360K 0.01%
986
+18
627
$357K 0.01%
3,917
-144
628
$356K 0.01%
2,351
629
$354K 0.01%
1,927
+92
630
$353K 0.01%
71
+1
631
$352K 0.01%
2,924
+117
632
$351K 0.01%
4,448
+13
633
$350K 0.01%
7,022
-383
634
$350K 0.01%
2,765
+43
635
$349K 0.01%
5,668
-16
636
$348K 0.01%
993
+8
637
$348K 0.01%
4,553
+212
638
$347K 0.01%
2,963
+317
639
$346K 0.01%
4,500
640
$346K 0.01%
1,093
-838
641
$345K 0.01%
4,805
+170
642
$342K 0.01%
5,384
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643
$341K 0.01%
2,634
+25
644
$339K 0.01%
5,600
645
$337K 0.01%
5,909
+49
646
$337K 0.01%
2,329
-98
647
$332K 0.01%
5,354
-8
648
$331K 0.01%
+9,817
649
$329K 0.01%
3,457
-380
650
$329K 0.01%
5,094
+153
24 25
26
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