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
551
$349K 0.01%
4,997
-6,563
552
$348K 0.01%
9,418
-7,197
553
$346K 0.01%
27,320
-742
554
$344K 0.01%
7,711
-990
555
$344K 0.01%
10,919
-5,280
556
$344K 0.01%
6,540
-3,489
557
$344K 0.01%
16,272
-10,172
558
$344K 0.01%
9,170
-9,982
559
$344K 0.01%
6,120
-3,378
560
$343K 0.01%
7,202
-95
561
$343K 0.01%
8,332
-1,889
562
$341K 0.01%
10,600
-755
563
$340K 0.01%
65,250
-2,130
564
$338K 0.01%
6,350
+215
565
$336K 0.01%
8,015
-2,888
566
$334K 0.01%
5,253
-768
567
$333K 0.01%
10,995
568
$332K 0.01%
9,457
-4,440
569
$331K 0.01%
5,000
-2,296
570
$330K 0.01%
14,552
-20,302
571
$330K 0.01%
3,138
-3,770
572
$329K 0.01%
10,205
-32
573
$329K 0.01%
9,512
-1,657
574
$329K 0.01%
5,755
-4,532
575
$328K 0.01%
14,207
21 22
23
24 25