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
Utilities Select Sector SPDR Fund
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
26
$15.8M 0.46%
186,976
+75,060
27
$15.5M 0.45%
212,673
-27,208
28
$15.2M 0.45%
130,497
+3,816
29
$15.1M 0.44%
340,687
+10,005
30
$14.4M 0.42%
578,021
+19,289
31
$14.3M 0.42%
517,981
+8,147
32
$13.9M 0.41%
244,256
-28,354
33
$13.7M 0.4%
70
-7
34
$13.1M 0.38%
165,462
-5,932
35
$13M 0.38%
111,664
-352
36
$12.7M 0.37%
837,441
+378,953
37
$12.3M 0.36%
207,070
+1,795
38
$12.2M 0.36%
129,807
+1,710
39
$11.8M 0.35%
96,060
+266
40
$11.7M 0.34%
96,387
+1,804
41
$11.6M 0.34%
292,763
+4,116
42
$11.4M 0.34%
106,031
+11,304
43
$11.3M 0.33%
378,011
-4,624
44
$10.6M 0.31%
264,739
+5,641
45
$10.6M 0.31%
103,673
+5,658
46
$10.6M 0.31%
256,938
+10,795
47
$10.6M 0.31%
117,068
-6,317
48
$10.5M 0.31%
337,480
+16,240
49
$10.5M 0.31%
344,197
+11,186
50
$10.2M 0.3%
355,170
+169,747
1
2
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