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Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$15.3M
3
+$2.58M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M

Top Sells

1
+$43.7M
2
+$13.9M
3
+$8.24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.06M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.74M

Sector Composition

1 Financials 5.01%
2 Energy 4.86%
3 Healthcare 4.03%
4 Technology 3.68%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-12,827
752
– –
-75,000
753
– –
-26,354
754
– –
-10,403
755
– –
-520
756
– –
-12,427
757
– –
0
758
– –
-19,524
759
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0
760
– –
-4,635
761
– –
-4,430
762
– –
-4,298
763
– –
-6,390
764
– –
-11,460
765
– –
-7,027
766
– –
-4,711
767
– –
-7,305
768
– –
-41,065
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