V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.69M
3
+$7.51M
4
ABBV icon
AbbVie
ABBV
+$6.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.67M

Top Sells

1
+$6.94M
2
+$6.45M
3
+$6.35M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.93M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.69M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$282K 0.01%
1,454
-86
702
$282K 0.01%
13,748
-1,007
703
$281K 0.01%
8,379
-38
704
$280K 0.01%
3,883
+669
705
$280K 0.01%
5,015
-599
706
$280K 0.01%
4,191
-177
707
$279K 0.01%
216
+7
708
$278K 0.01%
2,244
+198
709
$277K 0.01%
+1,700
710
$276K 0.01%
7,188
-990
711
$275K 0.01%
4,220
+97
712
$273K ﹤0.01%
1,307
+83
713
$273K ﹤0.01%
3,915
-498
714
$273K ﹤0.01%
4,926
+128
715
$272K ﹤0.01%
10,807
-2,886
716
$272K ﹤0.01%
6,789
+20
717
$270K ﹤0.01%
2,864
718
$267K ﹤0.01%
1,233
+87
719
$267K ﹤0.01%
910
+41
720
$266K ﹤0.01%
319
+20
721
$265K ﹤0.01%
7,716
+433
722
$264K ﹤0.01%
3,624
+359
723
$263K ﹤0.01%
3,198
+1,116
724
$262K ﹤0.01%
3,666
-484
725
$261K ﹤0.01%
1,445
+62
27 28
29
30 31