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
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.71M
3
+$4.01M
4
KKR icon
KKR & Co
KKR
+$3.82M
5
BX icon
Blackstone
BX
+$2.94M

Top Sells

1
+$9.61M
2
+$9.16M
3
+$7.33M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.23M
5
MA icon
Mastercard
MA
+$7.1M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.59%
4 Healthcare 4.27%
5 Technology 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.63M 0.08%
21,480
-3,638
177
$3.62M 0.08%
33,977
-3,336
178
$3.58M 0.07%
22,261
-371
179
$3.56M 0.07%
43,349
+520
180
$3.55M 0.07%
55,610
+714
181
$3.48M 0.07%
28,080
+229
182
$3.44M 0.07%
88,208
-1,664
183
$3.44M 0.07%
2,855
-308
184
$3.42M 0.07%
28,973
+1,279
185
$3.37M 0.07%
32,722
-378
186
$3.32M 0.07%
53,417
+98
187
$3.29M 0.07%
121,438
+7,086
188
$3.28M 0.07%
87,134
+2,829
189
$3.21M 0.07%
43,346
+2,007
190
$3.21M 0.07%
69,034
+1,505
191
$3.18M 0.07%
86,030
-2,838
192
$3.17M 0.07%
94,997
193
$3.16M 0.07%
88,324
-180
194
$3.13M 0.07%
35,283
+870
195
$3.1M 0.06%
85,450
-5,493
196
$3.1M 0.06%
43,612
-4,355
197
$3.08M 0.06%
79,602
+4,494
198
$3.03M 0.06%
36,773
-4,061
199
$3.02M 0.06%
57,170
+3,242
200
$3M 0.06%
142,472
-6,734
6 7
8
9 10