V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.18M
3
+$654K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$635K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$609K

Top Sells

1
+$125M
2
+$83.8M
3
+$34.5M
4
DAR icon
Darling Ingredients
DAR
+$28.1M
5
AAPL icon
Apple
AAPL
+$27.6M

Sector Composition

1 Energy 6.99%
2 Financials 4.69%
3 Healthcare 4.23%
4 Consumer Staples 3.56%
5 Technology 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.36M 0.04%
59,815
-62,313
252
$1.35M 0.04%
13,932
-3,628
253
$1.35M 0.04%
16,629
254
$1.35M 0.04%
20,818
-8,685
255
$1.33M 0.04%
23,987
+32
256
$1.33M 0.04%
108,412
-20,336
257
$1.32M 0.04%
14,108
-7,848
258
$1.31M 0.04%
10,369
-706
259
$1.31M 0.04%
10,562
-1,916
260
$1.28M 0.03%
25,981
-212
261
$1.25M 0.03%
11,990
262
$1.25M 0.03%
63,086
-4,105
263
$1.25M 0.03%
557
-50
264
$1.24M 0.03%
33,516
-3,659
265
$1.24M 0.03%
26,766
-1,795
266
$1.24M 0.03%
21,996
-1,648
267
$1.24M 0.03%
14,019
-12,556
268
$1.23M 0.03%
47,867
-91
269
$1.21M 0.03%
7,488
-3,092
270
$1.21M 0.03%
15,649
-11,380
271
$1.2M 0.03%
16,171
-458
272
$1.19M 0.03%
20,720
-3,308
273
$1.19M 0.03%
18,269
-4,248
274
$1.18M 0.03%
144,851
-7,400
275
$1.17M 0.03%
85,926
-5,479
9 10
11
12 13