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
101
$5.84M 0.13%
120,986
-3,217
102
$5.81M 0.13%
172,653
+11,917
103
$5.72M 0.12%
115,051
+1,847
104
$5.69M 0.12%
182,945
+99,639
105
$5.64M 0.12%
41,967
+420
106
$5.33M 0.11%
79,020
+608
107
$5.28M 0.11%
123,258
+12,970
108
$5.03M 0.11%
47,822
+101
109
$4.99M 0.11%
23,096
+1,794
110
$4.93M 0.11%
77,343
-2,055
111
$4.88M 0.11%
35,244
+990
112
$4.84M 0.1%
65,807
+13,516
113
$4.66M 0.1%
2,238
-28
114
$4.65M 0.1%
113,868
-4,780
115
$4.49M 0.1%
775,720
+29,480
116
$4.41M 0.1%
84,530
+3,346
117
$4.35M 0.09%
146,529
+5,922
118
$4.32M 0.09%
66,900
+5,040
119
$4.26M 0.09%
191,184
120
$4.25M 0.09%
74,731
-13,400
121
$4.19M 0.09%
63,128
+3,179
122
$4.11M 0.09%
24,088
+99
123
$4.11M 0.09%
54,127
+1,840
124
$4.05M 0.09%
107,973
-1,083
125
$4.05M 0.09%
193,830
+7,265
3 4
5
6 7