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
$300M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$36M
3
+$27.4M
4
C icon
Citigroup
C
+$26.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Top Sells

1
+$357K

Sector Composition

1 Healthcare 32.57%
2 Technology 25.53%
3 Communication Services 19.99%
4 Financials 16.15%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$154K 0.05%
+2,000
52
$138K 0.05%
+2,434
53
$129K 0.04%
+2,200
54
$118K 0.04%
+3,584
55
$117K 0.04%
+1,500
56
$116K 0.04%
+2,175
57
$105K 0.04%
+1,000
58
$102K 0.03%
+2,200
59
$90K 0.03%
+1,500
60
$75K 0.03%
+3,200
61
$72K 0.02%
+1,100
62
$57K 0.02%
+701
63
$56K 0.02%
+975
64
$52K 0.02%
+219
65
$42K 0.01%
4,510
+419
66
$19K 0.01%
+300
67
$1K ﹤0.01%
44,849
68
$1K ﹤0.01%
22,000
+3,100
69
$1K ﹤0.01%
10,950
+2,200
70
– –
-4,800
1 2
3