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
51
$13M 0.26%
321,665
+5,813
52
$12.9M 0.26%
240,746
+3,233
53
$12.8M 0.26%
66,631
+619
54
$12.7M 0.26%
271,046
+5,448
55
$12.5M 0.25%
110,582
56
$12.4M 0.25%
139,865
+977
57
$12.2M 0.25%
102,671
-196
58
$12.1M 0.24%
79,941
+17,146
59
$12.1M 0.24%
250,357
-1,456
60
$12.1M 0.24%
77,338
+810
61
$12.1M 0.24%
294,597
62
$12M 0.24%
72,211
-436
63
$11.6M 0.23%
450,419
+2,649
64
$11.5M 0.23%
107,195
-199
65
$11M 0.22%
119,613
-2,420
66
$10.9M 0.22%
136,730
+78
67
$10.8M 0.22%
205,793
68
$10.6M 0.21%
95,459
+13,341
69
$10.6M 0.21%
209,690
70
$10.5M 0.21%
117,380
-1,687
71
$10.4M 0.21%
127,757
-1,521
72
$10.1M 0.2%
40,801
+432
73
$9.91M 0.2%
184,865
+442
74
$9.66M 0.19%
50,888
-79
75
$9.55M 0.19%
621,459
+34,135
1 2
3
4 5