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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$203K ﹤0.01%
+847
752
$202K ﹤0.01%
8,516
-6
753
$201K ﹤0.01%
13,696
+10,000
754
$198K ﹤0.01%
+11,191
755
$197K ﹤0.01%
13,338
+1,184
756
$171K ﹤0.01%
11,978
-324
757
$170K ﹤0.01%
+10,935
758
$164K ﹤0.01%
56,205
759
$161K ﹤0.01%
12,650
760
$160K ﹤0.01%
+10,028
761
$150K ﹤0.01%
11,409
+729
762
$144K ﹤0.01%
12,828
+2,058
763
$138K ﹤0.01%
10,465
-38,074
764
$138K ﹤0.01%
12,300
+200
765
$125K ﹤0.01%
+19,915
766
$117K ﹤0.01%
+6,672
767
$114K ﹤0.01%
10,559
+286
768
$109K ﹤0.01%
181
+120
769
$88K ﹤0.01%
23,751
+2,518
770
$82K ﹤0.01%
+10,000
771
$82K ﹤0.01%
16,705
+1,811
772
$81K ﹤0.01%
10,217
-252
773
$60K ﹤0.01%
2
774
$60K ﹤0.01%
20,001
775
$50K ﹤0.01%
4,900
29 30
31
32 33