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
651
$229K 0.01%
5,800
-2,200
652
$229K 0.01%
5,200
-655
653
$229K 0.01%
3,291
-2,295
654
$227K 0.01%
1,976
-1,171
655
$227K 0.01%
13,900
+2,073
656
$226K 0.01%
+6,200
657
$223K 0.01%
4,978
658
$222K 0.01%
3,745
-276
659
$222K 0.01%
2,815
-403
660
$221K 0.01%
1,618
-10,601
661
$220K 0.01%
6,923
-1,913
662
$220K 0.01%
2,953
-1,463
663
$219K 0.01%
6,928
-203
664
$219K 0.01%
3,141
-14,804
665
$219K 0.01%
3,835
666
$218K 0.01%
7,750
-6,900
667
$218K 0.01%
9,288
-16,050
668
$218K 0.01%
1,179
-1,106
669
$218K 0.01%
5,869
-1,031
670
$216K 0.01%
9,200
-2,213
671
$216K 0.01%
12,600
-583
672
$215K 0.01%
3,653
-1,466
673
$214K 0.01%
4,283
-1,993
674
$212K 0.01%
4,135
-8,406
675
$212K 0.01%
2,019
-826
25 26
27
28 29