V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$14.1M
2
+$12.5M
3
+$8.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.27M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.14M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$8.25M
4
BUD icon
AB InBev
BUD
+$6.64M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.99M

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
126
$4.04M 0.09%
38,892
+1,058
127
$4.04M 0.09%
65,632
+8,324
128
$4.01M 0.09%
43,037
+1,369
129
$4M 0.09%
19,298
-622
130
$3.98M 0.09%
20,882
-15,029
131
$3.96M 0.09%
25,264
+1,364
132
$3.93M 0.09%
26,660
+1,393
133
$3.91M 0.09%
51,778
+43,063
134
$3.89M 0.09%
67,242
+856
135
$3.82M 0.08%
103,279
-3,977
136
$3.78M 0.08%
43,524
-2,195
137
$3.75M 0.08%
35,786
+4,618
138
$3.71M 0.08%
24,164
+1,575
139
$3.66M 0.08%
42,300
+6,256
140
$3.52M 0.08%
46,671
-1,670
141
$3.52M 0.08%
78,940
-4,204
142
$3.51M 0.08%
18,622
+869
143
$3.49M 0.08%
43,503
-760
144
$3.41M 0.08%
61,622
+6,457
145
$3.41M 0.08%
10,091
-284
146
$3.41M 0.08%
27,972
-22,027
147
$3.35M 0.07%
16,215
+1,097
148
$3.32M 0.07%
29,293
-337
149
$3.21M 0.07%
15,159
+2,465
150
$3.19M 0.07%
44,445
-567
4 5
6
7 8