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
$3.41B
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.78M
3
+$6.36M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$5.74M
5
IXC icon
iShares Global Energy ETF
IXC
+$4.87M

Top Sells

1
+$6.48M
2
+$4.12M
3
+$3.74M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.98M

Sector Composition

1 Energy 6.06%
2 Financials 4.87%
3 Healthcare 4.16%
4 Consumer Staples 3.81%
5 Technology 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$232K 0.01%
4,825
+39
627
$231K 0.01%
+9,485
628
$231K 0.01%
7,196
-1,482
629
$230K 0.01%
14,616
630
$229K 0.01%
3,812
+67
631
$227K 0.01%
9,172
-11,071
632
$226K 0.01%
10,205
633
$224K 0.01%
3,211
+36
634
$223K 0.01%
7,400
-800
635
$223K 0.01%
3,103
+150
636
$222K 0.01%
6,116
+247
637
$220K 0.01%
+4,755
638
$217K 0.01%
3,477
+71
639
$217K 0.01%
2,076
+100
640
$216K 0.01%
6,752
+210
641
$216K 0.01%
10,635
642
$216K 0.01%
6,705
+311
643
$216K 0.01%
+4,502
644
$215K 0.01%
32,950
+270
645
$215K 0.01%
22,706
+12,500
646
$214K 0.01%
+7,952
647
$213K 0.01%
2,522
648
$212K 0.01%
2,921
+296
649
$211K 0.01%
8,653
650
$210K 0.01%
+1,780
24 25
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