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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

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
651
$278K 0.01%
1,722
-292
652
$275K 0.01%
1,065
-306
653
$275K 0.01%
5,243
654
$274K 0.01%
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-633
655
$271K 0.01%
28,452
656
$270K 0.01%
9,837
+121
657
$270K 0.01%
5,245
-31
658
$269K 0.01%
4,409
-161
659
$268K 0.01%
3,811
+248
660
$267K 0.01%
21,200
-50
661
$266K 0.01%
+2,521
662
$266K 0.01%
4,366
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663
$266K 0.01%
+8,382
664
$265K 0.01%
+5,430
665
$264K 0.01%
+40,850
666
$264K 0.01%
4,480
667
$264K 0.01%
9,983
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668
$263K 0.01%
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669
$263K 0.01%
1,902
-2
670
$262K 0.01%
1,547
671
$260K 0.01%
5,151
672
$257K 0.01%
5,985
+775
673
$256K 0.01%
7,460
-25
674
$254K 0.01%
4,746
-728
675
$253K 0.01%
2,412
-55
25 26
27
28 29