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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$206K ﹤0.01%
6,240
+941
752
$205K ﹤0.01%
5,662
-8,831
753
$204K ﹤0.01%
+2,428
754
$203K ﹤0.01%
+4,706
755
$203K ﹤0.01%
+5,097
756
$202K ﹤0.01%
+2,810
757
$202K ﹤0.01%
+4,980
758
$202K ﹤0.01%
+2,129
759
$201K ﹤0.01%
3,808
-1,394
760
$201K ﹤0.01%
+1,645
761
$200K ﹤0.01%
+3,608
762
$200K ﹤0.01%
+2,640
763
$185K ﹤0.01%
21,307
+3,807
764
$177K ﹤0.01%
13,503
+2,642
765
$174K ﹤0.01%
11,349
+1,864
766
$173K ﹤0.01%
+12,400
767
$165K ﹤0.01%
12,650
768
$161K ﹤0.01%
+10,760
769
$161K ﹤0.01%
10,775
770
$159K ﹤0.01%
+10,537
771
$145K ﹤0.01%
14,661
772
$142K ﹤0.01%
+10,328
773
$142K ﹤0.01%
10,010
774
$138K ﹤0.01%
11,716
+1,237
775
$138K ﹤0.01%
10,915
+800
29 30
31
32 33