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
876
$209K ﹤0.01%
+2,445
877
$208K ﹤0.01%
1,246
+55
878
$208K ﹤0.01%
+8,250
879
$207K ﹤0.01%
+4,557
880
$207K ﹤0.01%
2,881
-700
881
$206K ﹤0.01%
3,078
-1,352
882
$206K ﹤0.01%
21,643
+566
883
$206K ﹤0.01%
+6,405
884
$205K ﹤0.01%
2,262
885
$205K ﹤0.01%
12,931
+1,083
886
$203K ﹤0.01%
+4,636
887
$203K ﹤0.01%
+5,495
888
$203K ﹤0.01%
+1,895
889
$203K ﹤0.01%
1,838
890
$203K ﹤0.01%
+20,000
891
$202K ﹤0.01%
+40,200
892
$201K ﹤0.01%
+9,355
893
$200K ﹤0.01%
8,112
-216
894
$200K ﹤0.01%
7,978
895
$198K ﹤0.01%
30,000
896
$197K ﹤0.01%
13,800
897
$196K ﹤0.01%
25,500
898
$184K ﹤0.01%
+11,064
899
$182K ﹤0.01%
21,135
900
$174K ﹤0.01%
30,000
34 35
36
37 38