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
801
$222K ﹤0.01%
+6,754
802
$222K ﹤0.01%
7,936
+410
803
$222K ﹤0.01%
3,210
804
$222K ﹤0.01%
3,134
805
$222K ﹤0.01%
+2,124
806
$222K ﹤0.01%
8,599
+93
807
$221K ﹤0.01%
1,055
-22
808
$220K ﹤0.01%
+3,773
809
$220K ﹤0.01%
4,128
+44
810
$220K ﹤0.01%
2,350
+178
811
$220K ﹤0.01%
5,903
812
$219K ﹤0.01%
3,050
+26
813
$218K ﹤0.01%
+3,815
814
$217K ﹤0.01%
2,943
815
$216K ﹤0.01%
+6,627
816
$215K ﹤0.01%
573
817
$215K ﹤0.01%
14,300
818
$214K ﹤0.01%
+2,260
819
$214K ﹤0.01%
15,200
820
$214K ﹤0.01%
4,092
+101
821
$213K ﹤0.01%
9,881
-353
822
$212K ﹤0.01%
+4,035
823
$210K ﹤0.01%
+3,380
824
$210K ﹤0.01%
3,220
825
$208K ﹤0.01%
2,202
31 32
33
34 35