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
826
$239K 0.01%
5,700
-800
827
$238K 0.01%
+1,982
828
$238K 0.01%
11,733
829
$236K ﹤0.01%
3,179
-147
830
$235K ﹤0.01%
2,136
-56
831
$234K ﹤0.01%
6,822
-130
832
$234K ﹤0.01%
+23,657
833
$234K ﹤0.01%
32
834
$234K ﹤0.01%
5,302
-454
835
$233K ﹤0.01%
+2,002
836
$232K ﹤0.01%
4,248
-212
837
$231K ﹤0.01%
+2,207
838
$230K ﹤0.01%
9,566
-1,210
839
$229K ﹤0.01%
+12,224
840
$229K ﹤0.01%
+10,000
841
$229K ﹤0.01%
1,831
-8
842
$229K ﹤0.01%
4,659
843
$229K ﹤0.01%
25,320
-8,206
844
$226K ﹤0.01%
2,467
-351
845
$225K ﹤0.01%
15,756
-9,438
846
$225K ﹤0.01%
5,528
-188
847
$224K ﹤0.01%
14,141
-285
848
$223K ﹤0.01%
6,459
-897
849
$222K ﹤0.01%
5,028
-794
850
$222K ﹤0.01%
76,100
32 33
34
35 36