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
651
$414K 0.01%
11,437
652
$413K 0.01%
14,881
+2,564
653
$412K 0.01%
4,679
+2,268
654
$412K 0.01%
4,686
+586
655
$410K 0.01%
14,931
656
$410K 0.01%
+3,839
657
$407K 0.01%
+13,125
658
$405K 0.01%
6,709
659
$403K 0.01%
4,618
+1,539
660
$402K 0.01%
11,999
-2,323
661
$401K 0.01%
50,000
+30,000
662
$400K 0.01%
+8,211
663
$399K 0.01%
3,175
664
$398K 0.01%
32,950
+1,255
665
$397K 0.01%
6,254
+106
666
$397K 0.01%
7,355
+195
667
$397K 0.01%
11,786
+420
668
$396K 0.01%
5,978
-221
669
$395K 0.01%
25,554
-171
670
$395K 0.01%
6,588
-8,488
671
$394K 0.01%
11,502
672
$391K 0.01%
31,734
673
$390K 0.01%
58,882
674
$389K 0.01%
6,578
+66
675
$389K 0.01%
18,050
+13
25 26
27
28 29