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
176
$3.07M 0.05%
31,295
+206
177
$3.06M 0.05%
68,971
178
$3.05M 0.05%
15,536
179
$3.05M 0.05%
31,697
+1,424
180
$3.04M 0.05%
21,170
+330
181
$2.97M 0.05%
9,687
+429
182
$2.95M 0.05%
35,791
183
$2.92M 0.05%
20,749
+279
184
$2.92M 0.05%
52,848
+700
185
$2.9M 0.05%
+44,810
186
$2.89M 0.05%
31,969
187
$2.89M 0.05%
63,773
+1,057
188
$2.88M 0.05%
1,316
+16
189
$2.81M 0.05%
63,357
-3,687
190
$2.8M 0.04%
26,652
-643
191
$2.79M 0.04%
31,044
192
$2.79M 0.04%
3,184
+50
193
$2.75M 0.04%
39,069
+128
194
$2.71M 0.04%
9,427
+705
195
$2.7M 0.04%
14,138
+561
196
$2.69M 0.04%
9,197
-47
197
$2.67M 0.04%
42,845
+612
198
$2.63M 0.04%
44,395
+1,703
199
$2.56M 0.04%
34,848
+1,259
200
$2.55M 0.04%
19,049
+3,766
6 7
8
9 10