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
401
$635K 0.02%
4,838
-1,358
402
$635K 0.02%
14,792
-10,384
403
$633K 0.02%
19,886
-3,362
404
$633K 0.02%
38,408
-27,316
405
$633K 0.02%
3,500
-25,938
406
$630K 0.02%
13,438
-1,811
407
$628K 0.02%
20,575
+5,964
408
$627K 0.02%
131,692
+117,200
409
$626K 0.02%
14,005
-7,840
410
$621K 0.02%
14,096
-4,891
411
$618K 0.02%
9,626
-1,866
412
$611K 0.02%
9,055
-4,536
413
$611K 0.02%
14,850
-5,288
414
$609K 0.02%
+12,176
415
$605K 0.02%
11,439
-4,351
416
$604K 0.02%
14,035
417
$596K 0.02%
19,674
-1,453
418
$595K 0.02%
33,490
419
$588K 0.02%
8,292
-4,199
420
$586K 0.02%
25,761
-28,353
421
$582K 0.02%
22,361
+5,857
422
$581K 0.02%
61,950
-23,730
423
$580K 0.02%
6,531
-6,512
424
$572K 0.02%
8,199
-1,275
425
$569K 0.02%
77,900
-5,000
15 16
17
18 19