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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
$6.74B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.23M
3
+$5.49M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.99M

Top Sells

1
+$25.6M
2
+$11.1M
3
+$6.66M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.26M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.77M

Sector Composition

1 Technology 6.58%
2 Financials 4.6%
3 Healthcare 3.36%
4 Communication Services 2.86%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$25K ﹤0.01%
333
902
$21K ﹤0.01%
1,007
903
$21K ﹤0.01%
523
904
$14K ﹤0.01%
1,037
905
– –
-10,380
906
– –
-8,934
907
– –
-1,556
908
– –
-13,492
909
– –
-11,151
910
– –
-19,550
911
– –
-1,461
912
– –
-5,659
913
– –
-3,500
914
– –
-12,201
915
– –
-8,420
916
– –
-3,160
917
– –
-1,000
918
– –
-4,249
919
– –
-1,950
920
– –
-5,885
921
– –
0
922
– –
-10,000
923
– –
-1,593
924
– –
-4,262
925
– –
-9,817
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