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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
$5.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.11M
3
+$6.09M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$4.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.99M

Top Sells

1
+$19.8M
2
+$14.8M
3
+$14.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.69M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.56M

Sector Composition

1 Financials 5.06%
2 Technology 4.95%
3 Healthcare 3.54%
4 Consumer Staples 2.81%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$87K ﹤0.01%
16,604
+477
802
$76K ﹤0.01%
+25,354
803
$75K ﹤0.01%
22,583
+1,725
804
$74K ﹤0.01%
10,010
805
$57K ﹤0.01%
12,388
+486
806
$56K ﹤0.01%
2,925
-1,396
807
$50K ﹤0.01%
11,353
808
$48K ﹤0.01%
28,866
-28,866
809
$22K ﹤0.01%
20,000
810
– –
-31,128
811
– –
-13,529
812
– –
-7,169
813
– –
-2,509
814
– –
-9,367
815
– –
-12,889
816
– –
-57,850
817
– –
-1,634
818
– –
-93,620
819
– –
-6,738
820
– –
-17,984
821
– –
-25,000
822
– –
-7,062
823
– –
-14,867
824
– –
-16,554
825
– –
-85,200
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