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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.41M 0.19%
141,002
-1,422
77
$9.34M 0.19%
443,735
78
$9.22M 0.19%
65,800
+21
79
$9.16M 0.18%
113,680
-383
80
$9.02M 0.18%
152,566
+7,010
81
$9M 0.18%
380,163
-65,669
82
$8.97M 0.18%
119,618
-337
83
$8.95M 0.18%
49,805
+9
84
$8.8M 0.18%
179,951
-1,795
85
$8.77M 0.18%
157,722
-1,020
86
$8.77M 0.18%
144,636
+7,123
87
$8.43M 0.17%
48,503
-389
88
$8.29M 0.17%
173,784
+906
89
$8.19M 0.16%
41,640
+615
90
$8.18M 0.16%
296,317
+1,720
91
$8.16M 0.16%
21,390
+374
92
$7.7M 0.15%
64,187
-70
93
$7.52M 0.15%
59,996
94
$7.03M 0.14%
120,647
-699
95
$6.8M 0.14%
126,666
+3,983
96
$6.78M 0.14%
187,048
-1,207
97
$6.72M 0.14%
149,937
+3,789
98
$6.64M 0.13%
115,644
-4,907
99
$6.55M 0.13%
48,589
+585
100
$6.55M 0.13%
39,301
-7,027
2 3
4
5 6