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
351
$746K 0.02%
7,138
+705
352
$743K 0.02%
9,754
+97
353
$738K 0.02%
24,560
+3,985
354
$738K 0.02%
40,186
+573
355
$735K 0.02%
23,632
+312
356
$733K 0.02%
+16,740
357
$730K 0.02%
6,304
+46
358
$729K 0.02%
25,440
-20,000
359
$728K 0.02%
6,277
+184
360
$727K 0.02%
11,312
+213
361
$725K 0.02%
57,990
+7,530
362
$723K 0.02%
18,468
-16,793
363
$720K 0.02%
8,055
+94
364
$718K 0.02%
24,846
+2,336
365
$718K 0.02%
24,002
+285
366
$715K 0.02%
11,540
+45
367
$711K 0.02%
26,210
+182
368
$706K 0.02%
10,708
+49
369
$703K 0.02%
24,204
+860
370
$698K 0.02%
5,021
+85
371
$691K 0.02%
47,041
+1,336
372
$691K 0.02%
13,906
-921
373
$687K 0.02%
15,499
+1,108
374
$685K 0.02%
17,950
+3,100
375
$683K 0.02%
32,454
+484
13 14
15
16 17