VIMU

Veritas Investment Management (UK) Portfolio holdings

AUM $648M
1-Year Est. Return 36.52%
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.73M
3
+$958K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$209K
5
IAU icon
iShares Gold Trust
IAU
+$180K

Top Sells

1
+$13.9M
2
+$3.02M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
CCL icon
Carnival Corp
CCL
+$778K

Sector Composition

1 Financials 25.69%
2 Healthcare 12.58%
3 Technology 12.22%
4 Energy 11.92%
5 Consumer Staples 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 12.78%
136,625
-6,540
2
$10.2M 8.4%
467,305
-18,830
3
$9.92M 8.17%
297,736
-11,500
4
$8.71M 7.18%
18,822
-30,108
5
$5.91M 4.87%
104,070
-30,260
6
$5.52M 4.55%
100,390
+900
7
$5.04M 4.15%
70,375
-19,210
8
$5.01M 4.13%
57,915
-1,425
9
$4.82M 3.97%
99,260
+2,910
10
$4.21M 3.47%
+62,520
11
$3.79M 3.13%
155,627
-29,727
12
$3.5M 2.89%
102,000
-3,000
13
$3.45M 2.84%
52,629
-46,122
14
$3.23M 2.66%
245,404
-4,841
15
$3.1M 2.55%
25,800
16
$3.09M 2.54%
33,770
-3,100
17
$3.08M 2.54%
35,815
18
$2.51M 2.06%
28,360
+10,840
19
$2.38M 1.96%
22,400
-4,020
20
$2.32M 1.91%
67,527
-3,534
21
$1.76M 1.45%
32,400
-4,000
22
$1.73M 1.43%
+37,020
23
$1.56M 1.28%
35,800
-8,700
24
$1.21M 1%
27,000
25
$1.07M 0.88%
12,560
+1,211
1
2 3