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
626
$266K 0.01%
32,680
-2,940
627
$265K 0.01%
3,406
-14,967
628
$252K 0.01%
6,394
-5,041
629
$252K 0.01%
14,616
-1,590
630
$250K 0.01%
10,457
-966
631
$249K 0.01%
4,786
-4,564
632
$249K 0.01%
8,064
-797
633
$248K 0.01%
3,316
-3,795
634
$244K 0.01%
+24
635
$243K 0.01%
+8,582
636
$242K 0.01%
6,542
-13,446
637
$242K 0.01%
8,116
638
$242K 0.01%
480,920
-16,640
639
$240K 0.01%
4,128
-180
640
$240K 0.01%
13,320
-17,320
641
$240K 0.01%
+5,265
642
$238K 0.01%
16,262
-1,920,943
643
$235K 0.01%
4,442
-614
644
$234K 0.01%
10,494
-2,748
645
$234K 0.01%
2,243
-4,132
646
$233K 0.01%
5,212
-809
647
$233K 0.01%
3,062
-6,937
648
$232K 0.01%
8,236
+6
649
$231K 0.01%
3,233
-1,689
650
$229K 0.01%
2,522
24 25
26
27 28