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
376
$729K 0.02%
11,099
-6,410
377
$726K 0.02%
23,344
-10,796
378
$717K 0.02%
17,461
-107,732
379
$713K 0.02%
26,028
-32,982
380
$710K 0.02%
26,514
-4,228
381
$706K 0.02%
17,391
-6,620
382
$689K 0.02%
11,451
-199
383
$688K 0.02%
1,032
-537
384
$688K 0.02%
4,936
-154
385
$688K 0.02%
20,677
-44
386
$685K 0.02%
13,967
-8,423
387
$685K 0.02%
5,485
-1,531
388
$682K 0.02%
14,966
-987
389
$680K 0.02%
12,197
-2,506
390
$674K 0.02%
10,690
-546
391
$671K 0.02%
50,460
+5,920
392
$671K 0.02%
6,306
-4,251
393
$668K 0.02%
20,032
-111,800
394
$668K 0.02%
6,189
-5,395
395
$664K 0.02%
18,661
-1,694
396
$661K 0.02%
5,317
-346
397
$660K 0.02%
20,608
+838
398
$654K 0.02%
+13,368
399
$652K 0.02%
59,925
-16,836
400
$648K 0.02%
45,054
-4,928
14 15
16
17 18