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
726
$265K ﹤0.01%
3,442
+138
727
$265K ﹤0.01%
23,368
728
$264K ﹤0.01%
+13,357
729
$263K ﹤0.01%
2,253
+17
730
$262K ﹤0.01%
4,330
+69
731
$262K ﹤0.01%
1,677
+12
732
$262K ﹤0.01%
+33,092
733
$261K ﹤0.01%
3,930
734
$260K ﹤0.01%
19,550
735
$260K ﹤0.01%
+1,893
736
$258K ﹤0.01%
4,363
+28
737
$258K ﹤0.01%
+4,425
738
$257K ﹤0.01%
22,443
-30
739
$256K ﹤0.01%
1,768
+64
740
$254K ﹤0.01%
2,487
+24
741
$254K ﹤0.01%
1,732
+14
742
$252K ﹤0.01%
+8,566
743
$251K ﹤0.01%
10,987
+612
744
$249K ﹤0.01%
+5,540
745
$248K ﹤0.01%
9,966
746
$247K ﹤0.01%
208
+3
747
$246K ﹤0.01%
4,077
+407
748
$246K ﹤0.01%
15,000
749
$245K ﹤0.01%
2,054
+2
750
$245K ﹤0.01%
+4,398
28 29
30
31 32