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
676
$211K 0.01%
4,930
-850
677
$210K 0.01%
5,489
-1,342
678
$209K 0.01%
4,408
-3,375
679
$209K 0.01%
19,498
-24,412
680
$209K 0.01%
+1,206
681
$208K 0.01%
15,450
682
$208K 0.01%
1,695
-750
683
$208K 0.01%
1,801
-29
684
$208K 0.01%
6,992
685
$207K 0.01%
8,730
-9,600
686
$207K 0.01%
4,601
-130
687
$206K 0.01%
3,971
-37
688
$204K 0.01%
2,625
-8,484
689
$204K 0.01%
1,863
-1,010
690
$204K 0.01%
6,547
-1,250
691
$204K 0.01%
2,383
-469
692
$203K 0.01%
+2,480
693
$203K 0.01%
12,979
-8,906
694
$203K 0.01%
19,636
-3,785
695
$201K 0.01%
+8,200
696
$201K 0.01%
+4,480
697
$200K 0.01%
5,510
+192
698
$200K 0.01%
+8,000
699
$196K 0.01%
10,567
-3,062
700
$192K 0.01%
10,076
-2,157
26 27
28
29 30