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
1
$43M 14.35%
421,440
+360,620
2
$41.1M 13.69%
1,152,767
+1,010,617
3
$31.9M 10.64%
867,300
+744,900
4
$29.6M 9.87%
638,592
+574,692
5
$29.5M 9.84%
1,234,941
+1,081,120
6
$28.8M 9.59%
1,213,252
+1,019,452
7
$17.3M 5.76%
506,165
+464,466
8
$14.5M 4.82%
141,810
+116,360
9
$11.6M 3.87%
98,134
+85,934
10
$10.8M 3.59%
147,330
+100,430
11
$9.6M 3.2%
103,887
+88,609
12
$3.73M 1.24%
72,500
+53,600
13
$3.73M 1.24%
101,525
+74,525
14
$2.98M 0.99%
36,850
+24,650
15
$1.61M 0.54%
+19,415
16
$1.42M 0.47%
40,900
+10,300
17
$1.35M 0.45%
+27,316
18
$1.31M 0.44%
+54,035
19
$1.19M 0.4%
24,269
+3,709
20
$1.17M 0.39%
+15,811
21
$991K 0.33%
+18,066
22
$780K 0.26%
7,202
+5,142
23
$752K 0.25%
+7,739
24
$703K 0.23%
+9,332
25
$700K 0.23%
+17,387
1
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