VIM

Veritas Investment Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.29M
3
+$8.54M
4
QCOM icon
Qualcomm
QCOM
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.34M

Top Sells

1
+$5.88M
2
+$901K
3
+$563K
4
CVX icon
Chevron
CVX
+$398K
5
MRSH
Marsh
MRSH
+$243K

Sector Composition

1 Technology 32.33%
2 Healthcare 27.09%
3 Financials 17.37%
4 Communication Services 13.2%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,159
77
– –
0
78
– –
-1,377
1 2 3
4