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
601
$300K 0.01%
57,820
+2,515
602
$296K 0.01%
3,046
-3,754
603
$294K 0.01%
+4,020
604
$292K 0.01%
1,466
-12,809
605
$291K 0.01%
99,276
-3,097
606
$290K 0.01%
9,404
-26,172
607
$290K 0.01%
3,653
-941
608
$287K 0.01%
7,628
-19,351
609
$287K 0.01%
5,270
+10
610
$285K 0.01%
4,213
-1,000
611
$284K 0.01%
7,468
612
$284K 0.01%
6,890
+1,257
613
$282K 0.01%
2,650
614
$281K 0.01%
1,980
-27
615
$280K 0.01%
+17,567
616
$279K 0.01%
4,476
-1,303
617
$279K 0.01%
7,000
-6,200
618
$277K 0.01%
1,606
-1,923
619
$275K 0.01%
18,293
-2,850
620
$273K 0.01%
5,564
-175
621
$273K 0.01%
8,200
-7,452
622
$270K 0.01%
4,372
-1,290
623
$270K 0.01%
5,149
-653
624
$268K 0.01%
6,700
625
$267K 0.01%
10,635
-4,753
23 24
25
26 27