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
201
$2.55M 0.04%
45,918
-1,947
202
$2.53M 0.04%
20,418
-160
203
$2.51M 0.04%
28,733
-3,421
204
$2.49M 0.04%
30,740
-312
205
$2.47M 0.04%
43,820
-14,400
206
$2.47M 0.04%
23,798
+422
207
$2.46M 0.04%
14,837
+100
208
$2.45M 0.04%
12,375
+203
209
$2.44M 0.04%
61,033
-13,869
210
$2.43M 0.04%
28,566
+1,665
211
$2.41M 0.04%
16,117
+3,630
212
$2.4M 0.04%
10,128
+395
213
$2.39M 0.04%
13,116
214
$2.37M 0.04%
31,675
+29
215
$2.36M 0.04%
153,269
+729
216
$2.35M 0.04%
157,891
+11,681
217
$2.33M 0.04%
13,565
+143
218
$2.33M 0.04%
7,189
+183
219
$2.32M 0.04%
12,387
+45
220
$2.32M 0.04%
7,294
-67
221
$2.31M 0.04%
47,481
+411
222
$2.3M 0.04%
39,943
223
$2.28M 0.04%
+50,925
224
$2.28M 0.04%
27,702
+2,447
225
$2.27M 0.04%
47,539
+785
7 8
9
10 11