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
476
$458K 0.01%
10,259
-92,222
477
$457K 0.01%
9,401
-2,823
478
$457K 0.01%
10,498
-3,167
479
$456K 0.01%
11,380
-34,727
480
$455K 0.01%
5,755
-4,830
481
$454K 0.01%
15,410
-3,382
482
$454K 0.01%
4,048
-3,964
483
$453K 0.01%
6,582
484
$452K 0.01%
19,500
-298
485
$451K 0.01%
7,133
-5,131
486
$451K 0.01%
5,535
-1,395
487
$450K 0.01%
14,530
-5,094
488
$448K 0.01%
10,306
-1,639
489
$445K 0.01%
9,894
-2,921
490
$443K 0.01%
22,245
-858
491
$443K 0.01%
7,168
-80
492
$442K 0.01%
16,986
-4,976
493
$437K 0.01%
9,878
-2,701
494
$434K 0.01%
7,168
-6,332
495
$433K 0.01%
6,380
-7,688
496
$432K 0.01%
6,425
497
$429K 0.01%
8,678
-6,122
498
$427K 0.01%
19,036
-11,180
499
$425K 0.01%
+3,136
500
$422K 0.01%
4,680
-4,963
18 19
20
21 22