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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
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.28M
3
+$8.18M
4
ABBV icon
AbbVie
ABBV
+$6.7M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.98M

Top Sells

1
+$7.55M
2
+$6.91M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.45M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.74M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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-2,267
952
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953
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-15,965
954
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-3,219
955
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-1,577
956
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-2,694
957
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-3,355
958
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-3,963
959
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-1,556
960
– –
-1,768
961
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-2,556
962
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-1,098
963
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-859
964
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-5,501
965
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-3,291
966
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-3,427
967
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-9,401
968
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-715
969
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-6,860
970
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-1,507
971
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-5,597
972
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-20,983
973
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974
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975
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-1,729
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