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
Utilities Select Sector SPDR Fund
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
651
$209K 0.01%
10,457
652
$209K 0.01%
13,900
653
$207K 0.01%
6,994
+66
654
$207K 0.01%
10,307
-4,532
655
$206K 0.01%
+2,307
656
$206K 0.01%
+2,267
657
$205K 0.01%
+3,019
658
$205K 0.01%
13,105
+126
659
$204K 0.01%
13,593
-5,373
660
$204K 0.01%
4,306
+171
661
$203K 0.01%
5,200
662
$203K 0.01%
4,978
663
$202K 0.01%
8,743
-661
664
$202K 0.01%
21,708
+397
665
$201K 0.01%
1,942
+79
666
$200K 0.01%
4,096
+125
667
$197K 0.01%
65,250
668
$197K 0.01%
11,750
+4,000
669
$196K 0.01%
15,450
670
$188K 0.01%
16,764
+502
671
$188K 0.01%
10,409
+333
672
$185K 0.01%
+11,249
673
$182K 0.01%
20,205
+569
674
$181K 0.01%
19,946
+448
675
$170K 0.01%
6,053
-1,798
25 26
27
28 29