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
$307M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$3.7M
3
+$1.96M
4
UNH icon
UnitedHealth
UNH
+$971K
5
CDZI icon
Cadiz
CDZI
+$410K

Top Sells

1
+$8.17M
2
+$2.3M
3
+$975K
4
PX
Praxair Inc
PX
+$819K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$732K

Sector Composition

1 Technology 30.94%
2 Healthcare 27.55%
3 Communication Services 17.3%
4 Financials 17.23%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$852K 0.28%
10,200
-8,750
27
$673K 0.22%
17,387
28
$639K 0.21%
47,953
29
$622K 0.2%
10,992
30
$609K 0.2%
6,200
-3,700
31
$586K 0.19%
5,500
32
$472K 0.15%
44,849
-14,950
33
$458K 0.15%
15,508
34
$451K 0.15%
8,720
35
$446K 0.15%
17,724
-3,584
36
$441K 0.14%
5,226
-473
37
$431K 0.14%
16,174
-2,238
38
$415K 0.14%
8,500
-1,500
39
$410K 0.13%
+39,500
40
$363K 0.12%
4,091
41
$331K 0.11%
15,308
-3,960
42
$287K 0.09%
8,100
43
$253K 0.08%
8,643
44
$250K 0.08%
5,810
45
$248K 0.08%
2,640
46
$240K 0.08%
3,724
47
$238K 0.08%
3,900
-10,683
48
$228K 0.07%
1,255
49
$174K 0.06%
417
50
$169K 0.06%
1,800
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