V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$14.1M
2
+$12.5M
3
+$8.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.27M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.14M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$8.25M
4
BUD icon
AB InBev
BUD
+$6.64M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.99M

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
701
$231K 0.01%
+5,324
702
$230K 0.01%
4,622
-198
703
$230K 0.01%
82
-7
704
$229K 0.01%
1,150
-65
705
$228K 0.01%
6,714
-270
706
$227K 0.01%
1,919
-84
707
$227K 0.01%
9,480
-211
708
$226K 0.01%
6,049
-35
709
$222K ﹤0.01%
+1,564
710
$221K ﹤0.01%
+6,250
711
$220K ﹤0.01%
1,932
+14
712
$220K ﹤0.01%
2,136
713
$220K ﹤0.01%
+5,507
714
$220K ﹤0.01%
100,000
715
$219K ﹤0.01%
+1,889
716
$219K ﹤0.01%
1,867
+4
717
$219K ﹤0.01%
7,187
-627
718
$219K ﹤0.01%
9,907
+102
719
$219K ﹤0.01%
10,535
+119
720
$218K ﹤0.01%
3,700
721
$218K ﹤0.01%
4,935
-609
722
$217K ﹤0.01%
4,911
-220
723
$217K ﹤0.01%
1,523
-10
724
$217K ﹤0.01%
7,473
725
$215K ﹤0.01%
2,700
+12
27 28
29
30 31