V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+5.25%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.78B
AUM Growth
+$200M
(+4.4%)
Cap. Flow
-$32.2M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
967
New
65
Increased
324
Reduced
428
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$9.76M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.71M |
| 3 |
Verizon
VZ
|
$4.01M |
| 4 |
KKR & Co
KKR
|
$3.82M |
| 5 |
Blackstone
BX
|
$2.94M |
Top Sells
| 1 |
Visa
V
|
$9.61M |
| 2 |
Delta Air Lines
DAL
|
$9.16M |
| 3 |
American Airlines Group
AAL
|
$7.33M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.23M |
| 5 |
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% |
