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
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.71M
3
+$4.01M
4
KKR icon
KKR & Co
KKR
+$3.82M
5
BX icon
Blackstone
BX
+$2.94M

Top Sells

1
+$9.61M
2
+$9.16M
3
+$7.33M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.23M
5
MA icon
Mastercard
MA
+$7.1M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.59%
4 Healthcare 4.27%
5 Technology 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$336K 0.01%
22,600
727
$333K 0.01%
5,680
-66
728
$331K 0.01%
3,197
+632
729
$330K 0.01%
4,530
730
$327K 0.01%
4,520
-125
731
$327K 0.01%
8,201
+190
732
$326K 0.01%
2,581
+2
733
$325K 0.01%
5,440
-129
734
$324K 0.01%
9,569
735
$319K 0.01%
1,555
+58
736
$316K 0.01%
9,625
+675
737
$315K 0.01%
3,011
+446
738
$314K 0.01%
8,585
-1,264
739
$314K 0.01%
4,235
-445
740
$314K 0.01%
1,514
-156
741
$313K 0.01%
22,800
-3,700
742
$312K 0.01%
10,055
+136
743
$312K 0.01%
4,023
+229
744
$311K 0.01%
6,681
-140
745
$311K 0.01%
11,363
+3,787
746
$310K 0.01%
+211
747
$310K 0.01%
12,181
748
$309K 0.01%
26,304
749
$308K 0.01%
4,060
-125
750
$307K 0.01%
19,752
+3,253
28 29
30
31 32