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
851
$221K ﹤0.01%
+10,000
852
$219K ﹤0.01%
4,563
-210
853
$218K ﹤0.01%
2,523
854
$217K ﹤0.01%
+8,537
855
$216K ﹤0.01%
+3,092
856
$216K ﹤0.01%
9,856
-7,340
857
$216K ﹤0.01%
+4,790
858
$216K ﹤0.01%
2,228
-13
859
$215K ﹤0.01%
+3,076
860
$215K ﹤0.01%
4,541
-146
861
$215K ﹤0.01%
+5,944
862
$214K ﹤0.01%
+5,766
863
$214K ﹤0.01%
4,484
-729
864
$213K ﹤0.01%
+9,628
865
$213K ﹤0.01%
6,517
-758
866
$211K ﹤0.01%
14,400
-7,200
867
$211K ﹤0.01%
+4,995
868
$211K ﹤0.01%
2,487
-499
869
$211K ﹤0.01%
+2,612
870
$211K ﹤0.01%
3,893
871
$210K ﹤0.01%
+6,850
872
$210K ﹤0.01%
4,752
-847
873
$210K ﹤0.01%
+4,082
874
$209K ﹤0.01%
+2,445
875
$209K ﹤0.01%
+17,622
33 34
35
36 37