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
426
$567K 0.02%
19,355
+2,563
427
$566K 0.02%
8,194
-23,144
428
$564K 0.02%
20,243
-7,168
429
$561K 0.02%
66,236
-2,222
430
$561K 0.02%
9,465
-7,206
431
$558K 0.02%
16,813
-7,666
432
$557K 0.02%
5,592
-2,372
433
$551K 0.01%
12,805
-1,971
434
$550K 0.01%
8,191
-126
435
$549K 0.01%
8,143
-934
436
$545K 0.01%
143,826
-90,000
437
$543K 0.01%
12,042
-4,855
438
$542K 0.01%
11,045
+270
439
$542K 0.01%
30,330
-25,815
440
$540K 0.01%
3,890
-2,550
441
$537K 0.01%
5,771
-4,041
442
$536K 0.01%
29,971
-1,064
443
$535K 0.01%
11,773
-1,880
444
$534K 0.01%
12,898
-2,008
445
$529K 0.01%
6,588
-4,351
446
$529K 0.01%
4,560
-1,697
447
$528K 0.01%
2,759
-162
448
$527K 0.01%
4,865
-848
449
$525K 0.01%
32,559
-29,846
450
$522K 0.01%
13,072
-82,443
16 17
18
19 20