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

Top Buys

1
+$11.7M
2
+$9.43M
3
+$9.27M
4
CB icon
Chubb
CB
+$4.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.53M

Top Sells

1
+$55.3M
2
+$53.9M
3
+$5.54M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.27M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.21M

Sector Composition

1 Technology 5.89%
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
701
$285K ﹤0.01%
4,646
-544
702
$283K ﹤0.01%
5,605
+426
703
$282K ﹤0.01%
6,151
-30
704
$279K ﹤0.01%
1,096
-108
705
$278K ﹤0.01%
6,906
+150
706
$277K ﹤0.01%
5,001
707
$277K ﹤0.01%
2,878
+20
708
$275K ﹤0.01%
1,499
-217
709
$274K ﹤0.01%
913
+7
710
$274K ﹤0.01%
+5,517
711
$274K ﹤0.01%
4,785
712
$273K ﹤0.01%
870
713
$271K ﹤0.01%
+8,934
714
$271K ﹤0.01%
2,142
-802
715
$271K ﹤0.01%
5,671
-1,999
716
$271K ﹤0.01%
1,560
-56
717
$270K ﹤0.01%
13,422
-411
718
$270K ﹤0.01%
5,910
+257
719
$268K ﹤0.01%
780
-71
720
$268K ﹤0.01%
2,943
-751
721
$267K ﹤0.01%
3,259
-1,461
722
$266K ﹤0.01%
1,727
723
$266K ﹤0.01%
1,073
-3
724
$266K ﹤0.01%
5,084
+312
725
$265K ﹤0.01%
2,122
+14
27 28
29
30 31