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
26
$17.8M 0.48%
302,480
-28,744
27
$17.5M 0.47%
310,972
-82,941
28
$16.9M 0.46%
272,610
-41,426
29
$16.7M 0.45%
558,732
-277,612
30
$16.1M 0.44%
126,681
-12,177
31
$15.8M 0.43%
77
-4
32
$14.6M 0.4%
330,682
-155,736
33
$14.5M 0.39%
333,011
-193,176
34
$13.7M 0.37%
171,394
-19,113
35
$13.7M 0.37%
205,275
-88,971
36
$13M 0.35%
112,016
-5,028
37
$12.8M 0.35%
246,143
-11,687
38
$12.2M 0.33%
382,635
-73,108
39
$12.1M 0.33%
512,677
-767
40
$12M 0.33%
94,583
-29,212
41
$12M 0.32%
111,916
+3,031
42
$12M 0.32%
128,097
-1,335,359
43
$11.9M 0.32%
288,647
-12,849
44
$11.7M 0.32%
142,810
-19,600
45
$11.6M 0.31%
188,134
-36,617
46
$11.5M 0.31%
123,385
-70,570
47
$11.5M 0.31%
133,616
-32,728
48
$11.5M 0.31%
124,804
-13,785
49
$11.5M 0.31%
94,727
+2,513
50
$11.2M 0.3%
98,015
-22,082
1
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