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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

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
726
$214K ﹤0.01%
1,078
-630
727
$214K ﹤0.01%
1,046
728
$214K ﹤0.01%
1,387
729
$214K ﹤0.01%
+4,677
730
$214K ﹤0.01%
4,075
-1,445
731
$213K ﹤0.01%
1,650
+35
732
$212K ﹤0.01%
1,545
+19
733
$212K ﹤0.01%
6,063
-198
734
$211K ﹤0.01%
4,420
-264
735
$210K ﹤0.01%
5,566
+345
736
$210K ﹤0.01%
4,305
737
$209K ﹤0.01%
2,702
738
$208K ﹤0.01%
9,699
-159
739
$208K ﹤0.01%
3,948
-245
740
$206K ﹤0.01%
+5,308
741
$206K ﹤0.01%
+4,223
742
$206K ﹤0.01%
2,448
-302
743
$206K ﹤0.01%
3,460
744
$206K ﹤0.01%
+1,623
745
$205K ﹤0.01%
+2,794
746
$205K ﹤0.01%
2,857
-1,131
747
$205K ﹤0.01%
+2,802
748
$205K ﹤0.01%
2,862
-66
749
$204K ﹤0.01%
1,435
750
$203K ﹤0.01%
9,443
-729
28 29
30
31 32