V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
-8.23%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$3.41B
AUM Growth
-$278M
(-7.5%)
Cap. Flow
+$42.6M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
49.24%
Holding
771
New
34
Increased
421
Reduced
179
Closed
62
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.7M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.78M |
| 3 |
Vanguard Energy ETF
VDE
|
$6.36M |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$5.74M |
| 5 |
iShares Global Energy ETF
IXC
|
$4.87M |
Top Sells
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
$6.48M |
| 2 |
DTV
DIRECTV COM STK (DE)
DTV
|
$4.12M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.74M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$2.69M |
| 5 |
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% |
