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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
$6.2B
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.91M
3
+$4.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.54M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.62M

Top Sells

1
+$3.51M
2
+$2.88M
3
+$2.81M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.7M

Sector Composition

1 Technology 6.06%
2 Financials 4.8%
3 Healthcare 3.24%
4 Communication Services 2.98%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-1,629
902
– –
-9,853
903
– –
-1,927
904
– –
-1,893
905
– –
-2,057
906
– –
-2,159
907
– –
-3,300
908
– –
-2,202
909
– –
-3,696
910
– –
-3,543
911
– –
-3,380
912
– –
-6,605
913
– –
-700
914
– –
-3,244
915
– –
-2,297
916
– –
-2,140
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