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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.58M 0.15%
177,779
-24,500
77
$9.44M 0.15%
+88,823
78
$9.43M 0.15%
161,273
-380
79
$9.21M 0.15%
101,182
-4,828
80
$9.15M 0.15%
59,205
-1,029
81
$8.95M 0.14%
80,072
+30,001
82
$8.79M 0.14%
69,755
+3,490
83
$8.69M 0.14%
137,826
-4,654
84
$8.33M 0.13%
131,378
+7,023
85
$8.08M 0.13%
78,891
-481
86
$7.98M 0.13%
175,854
+3,306
87
$7.6M 0.12%
45,784
+373
88
$7.56M 0.12%
37,648
+36
89
$7.13M 0.11%
106,650
+1,087
90
$7.1M 0.11%
275,260
91
$7.05M 0.11%
279,636
92
$7.03M 0.11%
36,580
-383
93
$7.03M 0.11%
28,828
+5,417
94
$6.86M 0.11%
80,433
-970
95
$6.73M 0.11%
120,122
+781
96
$6.72M 0.11%
86,311
+121
97
$6.66M 0.11%
90,904
+70
98
$6.59M 0.11%
13,063
-66
99
$6.59M 0.11%
27,685
-1,223
100
$6.5M 0.1%
22,033
-124
2 3
4
5 6