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
876
$209K ﹤0.01%
+3,233
877
$209K ﹤0.01%
+11,414
878
$208K ﹤0.01%
1,246
+55
879
$208K ﹤0.01%
+8,250
880
$207K ﹤0.01%
+4,557
881
$207K ﹤0.01%
2,881
-700
882
$206K ﹤0.01%
21,643
+566
883
$206K ﹤0.01%
3,078
-1,352
884
$206K ﹤0.01%
+6,405
885
$205K ﹤0.01%
2,262
886
$205K ﹤0.01%
12,931
+1,083
887
$203K ﹤0.01%
+4,636
888
$203K ﹤0.01%
+5,495
889
$203K ﹤0.01%
+1,895
890
$203K ﹤0.01%
1,838
891
$203K ﹤0.01%
+20,000
892
$202K ﹤0.01%
+40,200
893
$201K ﹤0.01%
+9,355
894
$200K ﹤0.01%
8,112
-216
895
$200K ﹤0.01%
7,978
896
$198K ﹤0.01%
30,000
897
$197K ﹤0.01%
13,800
898
$196K ﹤0.01%
25,500
899
$184K ﹤0.01%
+11,064
900
$182K ﹤0.01%
21,135
34 35
36
37 38