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
526
$388K 0.01%
12,325
-58
527
$387K 0.01%
4,262
-2,955
528
$386K 0.01%
5,301
-6,271
529
$386K 0.01%
11,216
-589
530
$386K 0.01%
6,839
-5,025
531
$384K 0.01%
1,808
-4,973
532
$382K 0.01%
4,522
-113
533
$380K 0.01%
10,379
-281
534
$379K 0.01%
6,835
535
$378K 0.01%
17,898
-1,697
536
$373K 0.01%
8,775
-1,295
537
$372K 0.01%
13,508
-11,477
538
$371K 0.01%
7,851
-2,476
539
$369K 0.01%
7,690
-700
540
$366K 0.01%
4,466
-4,384
541
$364K 0.01%
6,286
-1,291
542
$364K 0.01%
35,334
543
$362K 0.01%
1,554
-31,867
544
$362K 0.01%
4,995
-1,601
545
$357K 0.01%
18,966
-6,679
546
$355K 0.01%
10,736
-99,047
547
$354K 0.01%
3,855
-1,500
548
$353K 0.01%
6,708
-2,881
549
$352K 0.01%
5,976
-464
550
$352K 0.01%
3,175
-210
20 21
22
23 24