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
151
$3.19M 0.07%
36,294
+251
152
$3.17M 0.07%
45,592
+890
153
$3.15M 0.07%
13,121
+678
154
$3.14M 0.07%
16,436
+611
155
$3.12M 0.07%
20,231
+250
156
$3.09M 0.07%
75,826
+1,122
157
$2.99M 0.06%
81,603
-11,994
158
$2.97M 0.06%
45,773
+191
159
$2.97M 0.06%
13,743
-733
160
$2.93M 0.06%
32,883
+1,139
161
$2.91M 0.06%
11,537
+186
162
$2.9M 0.06%
9,833
+323
163
$2.82M 0.06%
15,273
-342
164
$2.8M 0.06%
51,927
+2,221
165
$2.8M 0.06%
45,024
+4,803
166
$2.78M 0.06%
18,353
+253
167
$2.77M 0.06%
249,942
-16,364
168
$2.73M 0.06%
39,036
169
$2.73M 0.06%
48,022
+154
170
$2.67M 0.06%
44,585
171
$2.66M 0.06%
47,912
-1,238
172
$2.66M 0.06%
39,454
-54
173
$2.63M 0.06%
43,204
-4,491
174
$2.57M 0.06%
50,693
-347
175
$2.51M 0.05%
39,863
-359
5 6
7
8 9