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
276
$1.17M 0.03%
13,399
-3,960
277
$1.17M 0.03%
23,382
-5,129
278
$1.16M 0.03%
49,627
-5,154
279
$1.15M 0.03%
56,205
280
$1.15M 0.03%
9,270
-12,612
281
$1.15M 0.03%
33,904
-3,000
282
$1.15M 0.03%
30,735
-1,225
283
$1.15M 0.03%
4,849
-1,123
284
$1.14M 0.03%
70,343
-1,519
285
$1.13M 0.03%
28,146
-4,299
286
$1.13M 0.03%
17,628
-8,674
287
$1.13M 0.03%
11,799
-6,341
288
$1.13M 0.03%
18,293
-1,287
289
$1.12M 0.03%
20,835
-1,611
290
$1.12M 0.03%
74,670
-52,031
291
$1.12M 0.03%
12,882
-4,889
292
$1.11M 0.03%
30,752
-12,960
293
$1.11M 0.03%
17,664
-5,439
294
$1.09M 0.03%
9,039
-846
295
$1.09M 0.03%
22,102
-11,872
296
$1.08M 0.03%
18,960
-11,307
297
$1.08M 0.03%
8,493
-3,694
298
$1.07M 0.03%
12,166
-29,743
299
$1.07M 0.03%
13,906
-336
300
$1.06M 0.03%
38,003
-19,436
10 11
12
13 14