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

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
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
676
$306K ﹤0.01%
2,079
+554
677
$306K ﹤0.01%
13,217
-1,700
678
$306K ﹤0.01%
7,235
-244
679
$305K ﹤0.01%
5,772
+26
680
$304K ﹤0.01%
15,859
+58
681
$304K ﹤0.01%
756
-480
682
$303K ﹤0.01%
1,740
+54
683
$302K ﹤0.01%
2,864
684
$301K ﹤0.01%
1,462
-60
685
$301K ﹤0.01%
9,825
-12
686
$299K ﹤0.01%
7,799
-881
687
$298K ﹤0.01%
20,863
+1,963
688
$297K ﹤0.01%
16,246
689
$296K ﹤0.01%
3,233
+20
690
$296K ﹤0.01%
+3,067
691
$296K ﹤0.01%
2,468
-4
692
$295K ﹤0.01%
8,080
-2,068
693
$293K ﹤0.01%
1,426
-32
694
$292K ﹤0.01%
4,673
-393
695
$292K ﹤0.01%
3,420
+8
696
$291K ﹤0.01%
11,056
-1,839
697
$291K ﹤0.01%
14,918
+302
698
$291K ﹤0.01%
5,856
-472
699
$289K ﹤0.01%
3,985
700
$287K ﹤0.01%
4,297
-55
26 27
28
29 30