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
676
$253K 0.01%
1,038
-195
677
$252K 0.01%
2,139
+15
678
$252K 0.01%
4,858
-400
679
$252K 0.01%
4,078
680
$251K 0.01%
7,220
681
$250K 0.01%
4,009
682
$248K 0.01%
9,606
-1,891
683
$247K 0.01%
+2,318
684
$247K 0.01%
3,668
685
$246K 0.01%
5,406
-201
686
$244K 0.01%
8,000
687
$243K 0.01%
6,113
-53
688
$242K 0.01%
+2,463
689
$239K 0.01%
20,995
+1,346
690
$239K 0.01%
4,608
-94,230
691
$238K 0.01%
+11,710
692
$238K 0.01%
+18,500
693
$237K 0.01%
+22,090
694
$237K 0.01%
5,905
+184
695
$235K 0.01%
2,091
-196
696
$234K 0.01%
11,395
-7,647
697
$234K 0.01%
3,517
698
$234K 0.01%
+6,667
699
$233K 0.01%
4,641
-119
700
$231K 0.01%
+5,324
26 27
28
29 30