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
426
$533K 0.02%
4,907
+69
427
$532K 0.02%
19,558
+58
428
$532K 0.02%
7,203
+35
429
$527K 0.02%
26,581
+4,336
430
$527K 0.02%
20,400
+5,400
431
$526K 0.02%
14,115
+148
432
$526K 0.02%
14,010
-86
433
$521K 0.02%
10,772
+254
434
$520K 0.02%
8,365
+41
435
$519K 0.02%
5,579
+400
436
$518K 0.02%
21,371
-990
437
$516K 0.02%
15,698
+288
438
$516K 0.02%
8,614
+420
439
$515K 0.02%
12,150
+2,771
440
$512K 0.02%
13,399
+594
441
$511K 0.02%
30,885
+555
442
$510K 0.02%
7,462
+279
443
$507K 0.01%
5,987
+21
444
$506K 0.01%
26,538
+297
445
$502K 0.01%
5,661
+69
446
$502K 0.01%
10,388
+82
447
$502K 0.01%
8,222
+23
448
$500K 0.01%
21,728
-872
449
$498K 0.01%
36,220
+2,730
450
$495K 0.01%
7,848
+412
16 17
18
19 20