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
51
$12.1M 0.27%
102,917
+9
52
$12M 0.27%
435,759
-6,122
53
$12M 0.26%
206,297
-9,031
54
$12M 0.26%
67,290
+1,029
55
$11.9M 0.26%
230,400
+3,640
56
$11.6M 0.26%
443,690
57
$11.4M 0.25%
337,266
-6,225
58
$11.3M 0.25%
70,959
+588
59
$11.1M 0.25%
256,043
-4,181
60
$10.6M 0.23%
112,192
-2,212
61
$10.5M 0.23%
204,040
+7,200
62
$10.1M 0.22%
123,480
-1,518
63
$9.92M 0.22%
125,267
-976
64
$9.7M 0.21%
80,868
+640
65
$9.67M 0.21%
80,803
+6,355
66
$9.43M 0.21%
314,496
+3,843
67
$9.13M 0.2%
339,218
+6,408
68
$9.13M 0.2%
153,922
+4,467
69
$9.06M 0.2%
49,366
-2,326
70
$9.06M 0.2%
121,948
-2,059
71
$9.01M 0.2%
173,356
+3,531
72
$8.86M 0.2%
154,587
-2,978
73
$8.86M 0.2%
64,758
-3,200
74
$8.61M 0.19%
40,224
+1,133
75
$8.24M 0.18%
82,019
+807
1 2
3
4 5