VIM

Veritas Investment Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 25.54%
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.79M
5
RTX icon
RTX Corp
RTX
+$1.07M

Top Sells

1
+$5.73M
2
+$1.32M
3
+$975K
4
JEF icon
Jefferies Financial Group
JEF
+$852K
5
PM icon
Philip Morris
PM
+$477K

Sector Composition

1 Financials 28.42%
2 Technology 23.69%
3 Healthcare 18.6%
4 Communication Services 10.77%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$572K 0.33%
7,370
+3,400
27
$549K 0.32%
10,704
+7,751
28
$528K 0.31%
12,372
+8,537
29
$524K 0.3%
17,387
30
$524K 0.3%
39,866
31
$510K 0.3%
4,200
32
$498K 0.29%
10,992
+5,544
33
$491K 0.29%
43,111
+39,679
34
$447K 0.26%
9,292
+8,517
35
$389K 0.23%
22,208
+15,400
36
$314K 0.18%
+7,810
37
$273K 0.16%
16,100
+9,800
38
$257K 0.15%
+10,083
39
$227K 0.13%
2,640
40
$226K 0.13%
+8,100
41
$222K 0.13%
1,255
42
$216K 0.13%
2,500
43
$195K 0.11%
+3,669
44
$170K 0.1%
417
45
$166K 0.1%
3,724
46
$161K 0.09%
3,600
47
$153K 0.09%
1,800
48
$144K 0.08%
1,560
49
$142K 0.08%
+2,215
50
$123K 0.07%
2,000
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