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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.52M
3
+$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1
+$7.1M
2
+$6.73M
3
+$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRO icon
751
iShares Core Dividend Growth ETF
DGRO
$35.6B
$258K ﹤0.01%
5,000
-902
VMI icon
752
Valmont Industries
VMI
$8.14B
$256K ﹤0.01%
+880
LSCC icon
753
Lattice Semiconductor
LSCC
$9.6B
$256K ﹤0.01%
2,660
PNW icon
754
Pinnacle West Capital
PNW
$10.9B
$255K ﹤0.01%
+3,127
IDA icon
755
Idacorp
IDA
$7.12B
$254K ﹤0.01%
2,477
-11
DMLP icon
756
Dorchester Minerals
DMLP
$1.06B
$254K ﹤0.01%
+8,480
EQR icon
757
Equity Residential
EQR
$23.5B
$254K ﹤0.01%
3,851
+184
RPG icon
758
Invesco S&P 500 Pure Growth ETF
RPG
$1.56B
$253K ﹤0.01%
8,280
IEUR icon
759
iShares Core MSCI Europe ETF
IEUR
$6.81B
$252K ﹤0.01%
4,785
SHE icon
760
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$279M
$250K ﹤0.01%
2,841
CGNX icon
761
Cognex
CGNX
$6.39B
$249K ﹤0.01%
4,441
-23
NWSA icon
762
News Corp Class A
NWSA
$14.3B
$248K ﹤0.01%
12,736
USFD icon
763
US Foods
USFD
$17.5B
$248K ﹤0.01%
+5,635
EMN icon
764
Eastman Chemical
EMN
$7.08B
$248K ﹤0.01%
2,961
+87
LAMR icon
765
Lamar Advertising Co
LAMR
$13.4B
$248K ﹤0.01%
2,496
-366
DRIV icon
766
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
$246K ﹤0.01%
9,462
-450
ZETA icon
767
Zeta Global
ZETA
$4.49B
$246K ﹤0.01%
28,772
CFR icon
768
Cullen/Frost Bankers
CFR
$7.91B
$243K ﹤0.01%
2,263
+7
FRPH icon
769
FRP Holdings
FRPH
$446M
$243K ﹤0.01%
8,450
EQT icon
770
EQT Corp
EQT
$38B
$242K ﹤0.01%
+5,886
AGR
771
DELISTED
Avangrid, Inc.
AGR
$242K ﹤0.01%
+6,414
STX icon
772
Seagate
STX
$60.3B
$241K ﹤0.01%
3,901
+11
NDSN icon
773
Nordson
NDSN
$13.4B
$241K ﹤0.01%
972
SF icon
774
Stifel
SF
$12.4B
$241K ﹤0.01%
4,042
+98
DAR icon
775
Darling Ingredients
DAR
$5.79B
$240K ﹤0.01%
3,768
+219
29 30
31
32 33