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
51
$110K 0.02%
3,275
52
$108K 0.02%
965
53
$104K 0.02%
1,600
54
$104K 0.02%
620
55
$98K 0.02%
1,100
56
$94K 0.02%
+3,900
57
$91K 0.02%
756
58
$89K 0.01%
710
59
$89K 0.01%
2,900
60
$89K 0.01%
1,500
61
$86K 0.01%
1,930
-100
62
$85K 0.01%
520
63
$85K 0.01%
212
64
$78K 0.01%
530
65
$73K 0.01%
1,000
66
$71K 0.01%
1,600
67
$71K 0.01%
600
68
$70K 0.01%
535
69
$59K 0.01%
1,867
-781
70
$57K 0.01%
400
71
$35K 0.01%
385
72
$25K ﹤0.01%
875
73
$25K ﹤0.01%
875
74
$4K ﹤0.01%
114
75
– –
-4,023
1 2
3
4