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
701
$362K 0.01%
3,210
702
$359K 0.01%
3,222
-5,412
703
$359K 0.01%
7,108
-252
704
$357K 0.01%
2,795
-119
705
$356K 0.01%
11,034
-1,655
706
$355K 0.01%
5,700
+350
707
$355K 0.01%
15,619
-1,003
708
$354K 0.01%
17,539
709
$351K 0.01%
15,309
+1,448
710
$351K 0.01%
9,000
711
$350K 0.01%
3,164
-1,126
712
$349K 0.01%
55,440
-5,810
713
$349K 0.01%
5,435
-350
714
$349K 0.01%
3,408
+41
715
$348K 0.01%
2,874
+54
716
$347K 0.01%
23,746
-31,715
717
$345K 0.01%
6,511
-136
718
$345K 0.01%
6,450
719
$343K 0.01%
3,194
-33
720
$341K 0.01%
8,198
+1,237
721
$340K 0.01%
6,881
+91
722
$340K 0.01%
10,790
-444
723
$339K 0.01%
7,221
-802
724
$337K 0.01%
6,762
+12
725
$337K 0.01%
4,310
+520
27 28
29
30 31