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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
926
– –
-11,968
927
– –
-2,600
928
– –
-15,582
929
– –
-625
930
– –
-2,000
931
– –
0
932
– –
-4,500
933
– –
-4,671
934
– –
-4,159
935
– –
-2,005
936
– –
-6,522
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