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
$607M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.74M
3
+$1.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
UNH icon
UnitedHealth
UNH
+$1.31M

Top Sells

1
+$1.4M
2
+$1.34M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$936K
5
ORCL icon
Oracle
ORCL
+$794K

Sector Composition

1 Healthcare 34.44%
2 Technology 25.11%
3 Communication Services 21.12%
4 Financials 17.18%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$733K 0.12%
11,625
-650
27
$686K 0.11%
5,912
28
$663K 0.11%
6,073
-1,305
29
$629K 0.1%
4,749
30
$620K 0.1%
5,850
31
$508K 0.08%
4,500
32
$484K 0.08%
7,675
33
$477K 0.08%
26,844
34
$440K 0.07%
3,530
35
$386K 0.06%
7,680
-2,250
36
$365K 0.06%
3,724
37
$352K 0.06%
5,810
38
$344K 0.06%
9,338
39
$314K 0.05%
1,883
+628
40
$304K 0.05%
4,900
-300
41
$261K 0.04%
3,750
42
$256K 0.04%
417
43
$241K 0.04%
3,982
-2,306
44
$216K 0.04%
2,640
-800
45
$193K 0.03%
5,955
46
$182K 0.03%
1,700
47
$171K 0.03%
1,294
48
$167K 0.03%
3,875
49
$128K 0.02%
1,300
50
$119K 0.02%
1,500
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