V

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
826
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827
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-3
828
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-6,956
829
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-2,116
830
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-8,214
831
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-7,475
832
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-1,151
833
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-11,604
834
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835
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-1,349
836
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837
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-14,194
838
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-56,205
839
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-17,945
840
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-14,519
841
– –
-952
842
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-45,455
843
– –
-14,867
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