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
126
$5.34M 0.09%
194,237
-15,929
127
$5.31M 0.09%
244,291
+24,553
128
$5.3M 0.08%
69,838
-46,375
129
$5.29M 0.08%
100,070
+10,670
130
$5.25M 0.08%
12,801
+133
131
$4.92M 0.08%
70,261
-9,087
132
$4.87M 0.08%
24,525
-457
133
$4.74M 0.08%
21,789
+316
134
$4.72M 0.08%
69,474
+629
135
$4.69M 0.08%
60,573
+119
136
$4.66M 0.07%
78,658
-2,372
137
$4.53M 0.07%
11,943
-196
138
$4.52M 0.07%
21,735
+271
139
$4.48M 0.07%
57,745
+1,990
140
$4.46M 0.07%
+76,422
141
$4.34M 0.07%
28,070
-114
142
$4.34M 0.07%
71,333
-8,619
143
$4.31M 0.07%
53,285
144
$4.21M 0.07%
15,843
+96
145
$4.2M 0.07%
45,794
+407
146
$4.17M 0.07%
61,815
+2,140
147
$4.13M 0.07%
15,278
+76
148
$4.12M 0.07%
11,668
+113
149
$4.09M 0.07%
60,625
+986
150
$4.07M 0.07%
+115,389
4 5
6
7 8