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
826
$207K ﹤0.01%
2,072
-401
827
$207K ﹤0.01%
6,576
828
$206K ﹤0.01%
+3,244
829
$206K ﹤0.01%
+1,808
830
$205K ﹤0.01%
845
-200
831
$204K ﹤0.01%
1,561
+14
832
$203K ﹤0.01%
+1,528
833
$203K ﹤0.01%
+2,772
834
$202K ﹤0.01%
+1,033
835
$202K ﹤0.01%
+3,990
836
$201K ﹤0.01%
1,471
-17
837
$201K ﹤0.01%
+7,310
838
$201K ﹤0.01%
+6,605
839
$201K ﹤0.01%
2,140
+78
840
$201K ﹤0.01%
2,057
+31
841
$197K ﹤0.01%
21,728
-300
842
$179K ﹤0.01%
11,937
843
$172K ﹤0.01%
+12,646
844
$128K ﹤0.01%
10,000
845
$123K ﹤0.01%
3,887
-44
846
$121K ﹤0.01%
11,681
847
$100K ﹤0.01%
1,000
848
$93K ﹤0.01%
2,000
849
$90K ﹤0.01%
10,500
850
$89K ﹤0.01%
16,000
+5,000
32 33
34
35 36