V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.18M 0.18%
136,494
+1,622
77
$8.16M 0.18%
130,988
-754
78
$7.97M 0.17%
50,989
+499
79
$7.91M 0.17%
94,588
-124
80
$7.82M 0.17%
134,066
-1,943
81
$7.82M 0.17%
53,296
-4,115
82
$7.75M 0.17%
165,514
-37,519
83
$7.63M 0.16%
47,620
+7
84
$7.55M 0.16%
138,806
+7,295
85
$7.31M 0.16%
156,706
+9,322
86
$7.24M 0.16%
22,076
+1,945
87
$7.17M 0.15%
127,067
+551
88
$6.98M 0.15%
51,287
-11,635
89
$6.96M 0.15%
59,996
90
$6.79M 0.15%
141,973
+13,249
91
$6.54M 0.14%
142,880
+7,198
92
$6.48M 0.14%
47,628
-203
93
$6.42M 0.14%
127,189
+963
94
$6.32M 0.14%
274,395
-11,072
95
$6.26M 0.13%
118,971
+1,443
96
$6.14M 0.13%
64,023
-723
97
$6.1M 0.13%
179,437
-9,728
98
$6.07M 0.13%
402,702
-22,277
99
$6.05M 0.13%
373,320
-11,195
100
$6.03M 0.13%
93,016
+3,161
2 3
4
5 6