V

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
$4.55B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$9.37M
3
+$8.22M
4
JPM icon
JPMorgan Chase
JPM
+$7.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.5M

Top Sells

1
+$12.7M
2
+$8.2M
3
+$7.16M
4
SPG icon
Simon Property Group
SPG
+$6.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.98M

Sector Composition

1 Energy 8.78%
2 Consumer Staples 7.55%
3 Financials 6.19%
4 Healthcare 4.25%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$10K ﹤0.01%
+270
952
$8K ﹤0.01%
+129
953
$7K ﹤0.01%
+306
954
$6K ﹤0.01%
+150
955
$6K ﹤0.01%
+104
956
$6K ﹤0.01%
+138
957
$5K ﹤0.01%
+173
958
$5K ﹤0.01%
+73
959
$5K ﹤0.01%
+150
960
$5K ﹤0.01%
+80
961
$4K ﹤0.01%
+78
962
$3K ﹤0.01%
+105
963
$1K ﹤0.01%
+22
964
$1K ﹤0.01%
+5
965
$1K ﹤0.01%
+20
966
$1K ﹤0.01%
+4,203
967
$1K ﹤0.01%
+34
968
– –
-10,396
969
– –
-7,682
970
– –
-10,000
971
– –
-12,251
972
– –
-4,522
973
– –
-3,352
974
– –
-16,940
975
– –
-4,387
37 38
39
40 41