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
776
$277K 0.01%
14,359
777
$277K 0.01%
2,840
778
$277K 0.01%
+12,654
779
$275K 0.01%
6,489
+1,098
780
$274K 0.01%
4,213
-34
781
$273K 0.01%
+5,921
782
$273K 0.01%
+6,547
783
$271K 0.01%
+7,435
784
$271K 0.01%
10,548
785
$270K 0.01%
6,754
+1,369
786
$270K 0.01%
7,895
+340
787
$270K 0.01%
9,197
-1,991
788
$266K 0.01%
6,036
-330
789
$266K 0.01%
14,813
-356
790
$265K 0.01%
4,162
791
$265K 0.01%
5,340
-35
792
$264K 0.01%
6,027
+898
793
$263K 0.01%
18,375
-642
794
$263K 0.01%
3,973
-492
795
$262K 0.01%
6,714
796
$261K 0.01%
4,844
-840
797
$260K 0.01%
6,747
-1,319
798
$260K 0.01%
+14,218
799
$259K 0.01%
10,819
-2,612
800
$258K 0.01%
3,692
-232
30 31
32
33 34