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
301
$1.06M 0.03%
9,800
-237
302
$1.06M 0.03%
10,385
-6,121
303
$1.05M 0.03%
29,764
-3,388
304
$1.04M 0.03%
13,424
-5,902
305
$1.03M 0.03%
16,770
-4,162
306
$1.02M 0.03%
70,536
-7,492
307
$1.01M 0.03%
5,301
-129
308
$1.01M 0.03%
14,931
-11,861
309
$1M 0.03%
8,876
-1,386
310
$999K 0.03%
18,020
-2,419
311
$992K 0.03%
22,464
+6,688
312
$984K 0.03%
25,778
-517,746
313
$973K 0.03%
11,628
-4,200
314
$968K 0.03%
15,095
-215
315
$965K 0.03%
7,204
-4,709
316
$948K 0.03%
2,777
+786
317
$942K 0.03%
14,416
-1,259
318
$939K 0.03%
14,531
-4,298
319
$934K 0.03%
50,142
-8,886
320
$926K 0.03%
23,589
-407
321
$908K 0.02%
19,699
-2,624
322
$907K 0.02%
14,827
323
$905K 0.02%
4,258
-98
324
$903K 0.02%
9,781
-8,467
325
$902K 0.02%
15,501
+3,448
11 12
13
14 15