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
State Street Utilities Select Sector SPDR ETF
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
501
$406K 0.01%
4,171
-39
502
$404K 0.01%
7,680
503
$402K 0.01%
5,661
+40
504
$400K 0.01%
5,563
-708
505
$399K 0.01%
7,860
-283
506
$396K 0.01%
10,519
+260
507
$395K 0.01%
4,477
+182
508
$394K 0.01%
3,887
509
$394K 0.01%
6,305
+329
510
$393K 0.01%
11,299
+83
511
$390K 0.01%
9,298
512
$389K 0.01%
4,687
+173
513
$386K 0.01%
10,891
+291
514
$383K 0.01%
6,582
515
$381K 0.01%
11,128
516
$379K 0.01%
6,395
+1,395
517
$378K 0.01%
5,520
+267
518
$378K 0.01%
3,721
-8
519
$372K 0.01%
4,837
-775
520
$369K 0.01%
8,213
+88
521
$369K 0.01%
7,961
+1,451
522
$368K 0.01%
8,934
+2,443
523
$364K 0.01%
13,297
+2,378
524
$360K 0.01%
16,804
+532
525
$359K 0.01%
5,199
+202
19 20
21
22 23