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
$3.41B
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.78M
3
+$6.36M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$5.74M
5
IXC icon
iShares Global Energy ETF
IXC
+$4.87M

Top Sells

1
+$6.48M
2
+$4.12M
3
+$3.74M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.98M

Sector Composition

1 Energy 6.06%
2 Financials 4.87%
3 Healthcare 4.16%
4 Consumer Staples 3.81%
5 Technology 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.25M 0.04%
39,855
+447
252
$1.25M 0.04%
81,117
-1,527
253
$1.24M 0.04%
16,680
-465
254
$1.24M 0.04%
50,644
-70,294
255
$1.23M 0.04%
14,182
+133
256
$1.22M 0.04%
21,138
+320
257
$1.21M 0.04%
46,450
-49,280
258
$1.21M 0.04%
66,701
+72
259
$1.2M 0.04%
10,562
260
$1.19M 0.03%
57,324
-2,491
261
$1.18M 0.03%
6,367
+30
262
$1.18M 0.03%
14,273
+254
263
$1.16M 0.03%
8,552
+2,325
264
$1.15M 0.03%
11,078
+693
265
$1.14M 0.03%
22,878
+776
266
$1.14M 0.03%
78,950
+5,000
267
$1.13M 0.03%
30,536
-12,467
268
$1.11M 0.03%
70,780
+437
269
$1.11M 0.03%
30,797
+45
270
$1.08M 0.03%
19,545
-7,470
271
$1.08M 0.03%
21,114
+279
272
$1.08M 0.03%
20,703
-17
273
$1.07M 0.03%
30,680
+2,534
274
$1.07M 0.03%
17,854
+190
275
$1.07M 0.03%
15,927
+278
9 10
11
12 13