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
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.49M
3
+$3.97M
4
KKR icon
KKR & Co
KKR
+$3.66M
5
BX icon
Blackstone
BX
+$2.77M

Top Sells

1
+$9.53M
2
+$8.93M
3
+$7.18M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.94M
5
AAL icon
American Airlines Group
AAL
+$6.66M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.58%
4 Healthcare 4.27%
5 Technology 3.7%
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%
+5,944
860
$215K ﹤0.01%
4,541
-146
861
$215K ﹤0.01%
+3,076
862
$214K ﹤0.01%
+5,766
863
$214K ﹤0.01%
4,484
-729
864
$213K ﹤0.01%
6,517
-758
865
$213K ﹤0.01%
+9,628
866
$211K ﹤0.01%
3,893
867
$211K ﹤0.01%
14,400
-7,200
868
$211K ﹤0.01%
+4,995
869
$211K ﹤0.01%
2,487
-499
870
$211K ﹤0.01%
+2,612
871
$210K ﹤0.01%
+6,850
872
$210K ﹤0.01%
4,752
-847
873
$210K ﹤0.01%
+4,082
874
$209K ﹤0.01%
+17,622
875
$209K ﹤0.01%
+3,233
33 34
35
36 37