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
$3.99B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.13M
3
+$2.67M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.24M

Top Sells

1
+$17.4M
2
+$12M
3
+$9.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.19M

Sector Composition

1 Energy 5.08%
2 Financials 4.45%
3 Healthcare 4.16%
4 Consumer Staples 3.9%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.68M 0.14%
363,273
+12,906
102
$5.65M 0.14%
112,811
-152
103
$5.6M 0.14%
141,772
-22,141
104
$5.51M 0.14%
26,637
-676
105
$5.49M 0.14%
69,384
+10,246
106
$5.47M 0.14%
131,736
+19,620
107
$5.42M 0.14%
177,264
+10,892
108
$5.35M 0.13%
38,227
+2,361
109
$5.11M 0.13%
21,332
-325
110
$5M 0.13%
116,516
+1,207
111
$4.75M 0.12%
121,889
-14,752
112
$4.63M 0.12%
86,372
+321
113
$4.57M 0.11%
85,824
+14,853
114
$4.45M 0.11%
184,902
-636
115
$4.44M 0.11%
84,402
+3,635
116
$4.39M 0.11%
28,769
+246
117
$4.33M 0.11%
58,265
+1,043
118
$4.27M 0.11%
25,597
+992
119
$4.24M 0.11%
43,563
-36
120
$4.23M 0.11%
52,669
+2,586
121
$4.13M 0.1%
42,744
+461
122
$4.11M 0.1%
47,602
+1,872
123
$4.04M 0.1%
36,947
+571
124
$3.97M 0.1%
99,484
-8,386
125
$3.95M 0.1%
53,226
+5,376
3 4
5
6 7