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
351
$801K 0.02%
3,563
-1,581
352
$799K 0.02%
19,732
-94,698
353
$799K 0.02%
6,227
-312
354
$796K 0.02%
23,717
-2,620
355
$792K 0.02%
18,245
-19,340
356
$791K 0.02%
6,407
-1,428
357
$785K 0.02%
24,094
-4,194
358
$784K 0.02%
6,093
-665
359
$781K 0.02%
18,298
-11,205
360
$779K 0.02%
7,529
-4,319
361
$760K 0.02%
4,789
-2,484
362
$759K 0.02%
14,391
+6,505
363
$759K 0.02%
18,839
-8,395
364
$758K 0.02%
38,437
-10,585
365
$753K 0.02%
6,258
+20
366
$747K 0.02%
11,200
-600
367
$741K 0.02%
10,659
-5,546
368
$740K 0.02%
7,345
-1,371
369
$734K 0.02%
7,996
+597
370
$733K 0.02%
10,524
-37,397
371
$732K 0.02%
20,000
372
$732K 0.02%
15,406
-3,328
373
$731K 0.02%
6,895
-10,089
374
$730K 0.02%
13,240
-850
375
$729K 0.02%
6,433
-1,846
13 14
15
16 17