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
501
$420K 0.01%
6,271
-3,719
502
$420K 0.01%
7,290
-863
503
$419K 0.01%
5,612
-2,297
504
$417K 0.01%
6,587
-2,275
505
$416K 0.01%
10,258
-684
506
$413K 0.01%
7,436
-2,373
507
$412K 0.01%
7,183
-2,223
508
$411K 0.01%
7,619
-1,800
509
$409K 0.01%
9,246
-131,290
510
$409K 0.01%
9,298
511
$409K 0.01%
5,898
-10,007
512
$408K 0.01%
7,200
-2,487
513
$408K 0.01%
6,510
+3,454
514
$406K 0.01%
11,128
515
$405K 0.01%
3,702
-101
516
$405K 0.01%
8,653
-941
517
$404K 0.01%
4,514
-2,758
518
$404K 0.01%
7,680
-5,942
519
$401K 0.01%
30,521
-23,996
520
$401K 0.01%
5,621
-411
521
$400K 0.01%
5,475
-2,585
522
$392K 0.01%
4,295
-2,084
523
$392K 0.01%
4,495
-924
524
$391K 0.01%
17,114
-88,439
525
$389K 0.01%
15,000
19 20
21
22 23