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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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.43M
3
+$9.27M
4
CB icon
Chubb
CB
+$4.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.53M

Top Sells

1
+$55.3M
2
+$53.9M
3
+$5.54M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.27M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.21M

Sector Composition

1 Technology 5.89%
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
876
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-8,109
877
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-6,379
878
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-2,195
879
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-4,682
880
– –
-1,638
881
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-5,166
882
– –
-8,564
883
– –
-3,410
884
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-2,729
885
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-5,036
886
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-9,355
887
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-3,487
888
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-10,500
889
– –
0
890
– –
-2,679
891
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-5,869
892
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-4,598
893
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-2,407
894
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-5,400
895
– –
-966
896
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-3,960
897
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-963
898
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0
899
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-7,393
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