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
576
$328K 0.01%
18,291
-9,167
577
$328K 0.01%
14,839
+6,258
578
$327K 0.01%
10,155
-150
579
$326K 0.01%
4,723
-1,414
580
$325K 0.01%
4,008
-3,223
581
$324K 0.01%
11,023
-17,058
582
$322K 0.01%
14,515
-4,095
583
$321K 0.01%
11,062
-73,559
584
$321K 0.01%
15,416
-1,674
585
$320K 0.01%
1,260
-112
586
$320K 0.01%
14,191
-12,263
587
$318K 0.01%
4,275
-2,028
588
$318K 0.01%
13,404
-10,110
589
$318K 0.01%
10,807
-5,348
590
$316K 0.01%
26,100
-19,077
591
$315K 0.01%
4,114
-1,598
592
$314K 0.01%
8,129
-671
593
$313K 0.01%
6,491
-8,067
594
$311K 0.01%
17,204
-13,630
595
$307K 0.01%
2,644
-3,045
596
$307K 0.01%
5,190
-10,396
597
$306K 0.01%
382
-319
598
$305K 0.01%
20,352
+1,251
599
$304K 0.01%
13,081
-93
600
$302K 0.01%
11,208
-1,111
22 23
24
25 26