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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$244K ﹤0.01%
2,044
752
$243K ﹤0.01%
2,159
-308
753
$243K ﹤0.01%
658
-96
754
$243K ﹤0.01%
+7,423
755
$243K ﹤0.01%
+1,096
756
$243K ﹤0.01%
2,937
757
$242K ﹤0.01%
2,159
758
$241K ﹤0.01%
7,034
-3,408
759
$239K ﹤0.01%
11,553
-677
760
$238K ﹤0.01%
1,880
-945
761
$237K ﹤0.01%
1,210
-4
762
$237K ﹤0.01%
+4,602
763
$236K ﹤0.01%
6,234
-306
764
$236K ﹤0.01%
13,186
765
$235K ﹤0.01%
1,629
-2,838
766
$235K ﹤0.01%
+11,600
767
$234K ﹤0.01%
4,689
768
$233K ﹤0.01%
12,862
+2,673
769
$233K ﹤0.01%
+5,588
770
$233K ﹤0.01%
15,700
771
$232K ﹤0.01%
+3,921
772
$232K ﹤0.01%
5,750
773
$232K ﹤0.01%
2,860
774
$232K ﹤0.01%
3,542
+34
775
$231K ﹤0.01%
2,185
29 30
31
32 33