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
451
$522K 0.01%
5,966
452
$522K 0.01%
8,125
-1,415
453
$520K 0.01%
10,518
-3,626
454
$517K 0.01%
11,208
-4,881
455
$516K 0.01%
10,052
-806
456
$513K 0.01%
3,005
-308
457
$501K 0.01%
8,217
-1,558
458
$499K 0.01%
35,824
+19,825
459
$498K 0.01%
4,887
-300
460
$497K 0.01%
9,379
-2,664
461
$494K 0.01%
15,660
-2,349
462
$493K 0.01%
8,998
-7,640
463
$491K 0.01%
8,324
-203
464
$490K 0.01%
4,210
-3,409
465
$487K 0.01%
26,241
-336
466
$482K 0.01%
3,887
467
$481K 0.01%
22,600
468
$479K 0.01%
24,636
469
$477K 0.01%
5,264
-3,300
470
$476K 0.01%
2,141
-22
471
$476K 0.01%
16,045
-1,430
472
$470K 0.01%
349
-79
473
$468K 0.01%
30,865
-52,624
474
$466K 0.01%
5,179
+1,297
475
$465K 0.01%
3,729
-66
17 18
19
20 21