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
751
$307K 0.01%
9,186
-4,193
752
$304K 0.01%
19,124
-1,520
753
$302K 0.01%
3,436
-412
754
$302K 0.01%
1,881
-470
755
$302K 0.01%
14,724
+1,000
756
$302K 0.01%
6,858
757
$301K 0.01%
2,516
+707
758
$299K 0.01%
3,802
-44
759
$298K 0.01%
5,800
+769
760
$294K 0.01%
5,088
+18
761
$294K 0.01%
9,145
762
$289K 0.01%
9,314
+871
763
$289K 0.01%
1,980
-2,591
764
$289K 0.01%
32,461
+4,506
765
$289K 0.01%
+4,392
766
$286K 0.01%
+12,850
767
$285K 0.01%
4,784
-42
768
$284K 0.01%
2,552
769
$281K 0.01%
14,161
770
$281K 0.01%
2,693
-92
771
$281K 0.01%
5,132
-279
772
$280K 0.01%
+29,397
773
$280K 0.01%
7,810
+1,559
774
$280K 0.01%
10,548
775
$279K 0.01%
15,000
29 30
31
32 33