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

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
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
51
$14.8M 0.24%
281,698
-39,872
52
$14.6M 0.23%
98,279
+382
53
$14M 0.22%
120,741
-12,036
54
$13.8M 0.22%
254,934
-2,201
55
$13.7M 0.22%
47,032
+823
56
$13.5M 0.22%
33,821
+249
57
$13.3M 0.21%
67,600
-79
58
$13.2M 0.21%
58,781
-778
59
$13.2M 0.21%
248,383
-3,247
60
$12.6M 0.2%
111,924
-7,428
61
$12.6M 0.2%
231,932
+1,665
62
$12.5M 0.2%
339,900
-6,929
63
$11.4M 0.18%
108,752
-8,307
64
$11.3M 0.18%
49,012
+1,939
65
$11.1M 0.18%
142,977
+1,285
66
$10.8M 0.17%
18,507
+183
67
$10.7M 0.17%
190,886
+9,130
68
$10.3M 0.17%
64,919
+29,371
69
$10.2M 0.16%
197,938
+12,591
70
$10.2M 0.16%
259,744
-2,596
71
$10.1M 0.16%
86,949
-9,258
72
$10.1M 0.16%
63,728
-187
73
$10.1M 0.16%
44,379
+303
74
$9.9M 0.16%
279,816
-1,698
75
$9.67M 0.15%
234,641
+2,337
1 2
3
4 5