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
326
$898K 0.02%
6,689
-75
327
$895K 0.02%
73,950
-109,250
328
$884K 0.02%
22,510
-10,534
329
$882K 0.02%
11,230
-4,367
330
$881K 0.02%
11,495
-120
331
$881K 0.02%
18,251
-5,438
332
$878K 0.02%
45,705
-2,003
333
$863K 0.02%
36,047
-16,713
334
$856K 0.02%
15,323
-2,742
335
$849K 0.02%
23,452
+6,970
336
$845K 0.02%
15,952
-1,135
337
$845K 0.02%
9,657
-5,894
338
$843K 0.02%
35,486
-2,349
339
$842K 0.02%
7,961
-560
340
$837K 0.02%
15,015
-4,855
341
$831K 0.02%
16,596
-3,904
342
$821K 0.02%
31,970
-3,666
343
$820K 0.02%
1,608
-4,463
344
$820K 0.02%
7,707
-139
345
$818K 0.02%
23,320
-28,252
346
$818K 0.02%
36,297
-1,887
347
$816K 0.02%
19,932
-13,355
348
$813K 0.02%
24,402
-8,084
349
$805K 0.02%
39,613
-20,600
350
$802K 0.02%
15,460
-7,534
12 13
14
15 16