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
101
$6.48M 0.1%
277,081
+49,280
102
$6.44M 0.1%
206,930
-69,135
103
$6.35M 0.1%
47,281
-42,021
104
$6.32M 0.1%
240,938
+30
105
$6.3M 0.1%
63,379
106
$6.26M 0.1%
28,449
+190
107
$6.23M 0.1%
17,719
-21
108
$6.06M 0.1%
42,526
+68
109
$6.04M 0.1%
27,530
-517
110
$6.01M 0.1%
127,265
+4,825
111
$6M 0.1%
15,164
+100
112
$5.98M 0.1%
29,873
-483
113
$5.86M 0.09%
102,787
+7,859
114
$5.8M 0.09%
24,008
-86
115
$5.75M 0.09%
114,268
-34,800
116
$5.72M 0.09%
24,924
-56
117
$5.68M 0.09%
45,747
-203
118
$5.67M 0.09%
241,512
+1,747
119
$5.66M 0.09%
120,459
+1,311
120
$5.56M 0.09%
33,664
+416
121
$5.52M 0.09%
24,343
+5,645
122
$5.48M 0.09%
57,652
+10,861
123
$5.48M 0.09%
39,078
+2,999
124
$5.46M 0.09%
38,221
-265
125
$5.43M 0.09%
28,010
-764
3 4
5
6 7