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
676
$387K 0.01%
2,969
-320
677
$387K 0.01%
15,019
-7
678
$386K 0.01%
36,320
-1,492
679
$385K 0.01%
6,411
+1,107
680
$384K 0.01%
5,756
-100
681
$384K 0.01%
41,543
-650
682
$383K 0.01%
8,268
+1,390
683
$378K 0.01%
7,775
684
$377K 0.01%
17,259
685
$376K 0.01%
7,136
686
$375K 0.01%
3,882
687
$375K 0.01%
14,373
688
$372K 0.01%
14,556
+3,248
689
$371K 0.01%
11,226
+1,248
690
$370K 0.01%
44,383
-26,673
691
$370K 0.01%
4,740
-12
692
$369K 0.01%
6,801
693
$369K 0.01%
12,706
694
$369K 0.01%
4,442
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695
$365K 0.01%
7,972
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696
$364K 0.01%
5,355
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697
$364K 0.01%
6,212
-558
698
$364K 0.01%
2,921
-284
699
$363K 0.01%
5,966
+395
700
$363K 0.01%
2,754
26 27
28
29 30