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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$241K ﹤0.01%
1,885
-32
702
$241K ﹤0.01%
+1,151
703
$240K ﹤0.01%
8,307
-4,300
704
$240K ﹤0.01%
9,568
705
$239K ﹤0.01%
3,917
+10
706
$239K ﹤0.01%
10,107
-2,437
707
$238K ﹤0.01%
9,934
-76
708
$238K ﹤0.01%
3,700
709
$237K ﹤0.01%
2,171
-3,673
710
$237K ﹤0.01%
4,603
-75
711
$237K ﹤0.01%
1,143
-2
712
$237K ﹤0.01%
+2,672
713
$236K ﹤0.01%
7,125
+83
714
$236K ﹤0.01%
+1,557
715
$235K ﹤0.01%
1,655
716
$235K ﹤0.01%
4,503
717
$234K ﹤0.01%
+5,211
718
$233K ﹤0.01%
+1,489
719
$230K ﹤0.01%
3,528
+13
720
$229K ﹤0.01%
+5,039
721
$229K ﹤0.01%
+2,163
722
$227K ﹤0.01%
+2,005
723
$223K ﹤0.01%
+4,657
724
$223K ﹤0.01%
+6,482
725
$222K ﹤0.01%
8,146
+308
27 28
29
30 31