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
51
$165K 0.05%
2,669
-1,000
52
$137K 0.04%
2,100
53
$131K 0.04%
1,500
54
$127K 0.04%
2,200
55
$122K 0.04%
1,391
-3,385
56
$122K 0.04%
1,000
57
$121K 0.04%
2,000
58
$119K 0.04%
1,000
59
$101K 0.03%
3,584
60
$92K 0.03%
2,200
61
$75K 0.02%
3,200
62
$72K 0.02%
1,026
-9,123
63
$66K 0.02%
1,100
-1,100
64
$59K 0.02%
701
65
$25K 0.01%
480
-11,915
66
$9K ﹤0.01%
1,413
67
– –
-7,736
68
– –
-5,895
69
– –
-3,500
70
– –
-4,814
71
– –
-15,000
72
– –
-10,730
1 2
3