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
726
$222K ﹤0.01%
+1,941
727
$221K ﹤0.01%
+2,493
728
$221K ﹤0.01%
4,824
-3,169
729
$220K ﹤0.01%
+32,910
730
$219K ﹤0.01%
+2,448
731
$218K ﹤0.01%
4,925
-969
732
$217K ﹤0.01%
+3,156
733
$216K ﹤0.01%
+78
734
$216K ﹤0.01%
+4,520
735
$215K ﹤0.01%
+2,829
736
$214K ﹤0.01%
2,228
+5
737
$214K ﹤0.01%
5,246
+141
738
$214K ﹤0.01%
2,465
-4
739
$214K ﹤0.01%
+3,697
740
$214K ﹤0.01%
350
-9
741
$213K ﹤0.01%
+2,534
742
$212K ﹤0.01%
+2,834
743
$212K ﹤0.01%
+2,094
744
$211K ﹤0.01%
+4,444
745
$210K ﹤0.01%
+7,456
746
$210K ﹤0.01%
1,633
+25
747
$209K ﹤0.01%
+5,738
748
$208K ﹤0.01%
+9,295
749
$207K ﹤0.01%
+2,512
750
$206K ﹤0.01%
2,452
-513
28 29
30
31 32