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
676
$168K ﹤0.01%
14,509
677
$168K ﹤0.01%
+10,204
678
$165K ﹤0.01%
15,552
+507
679
$159K ﹤0.01%
41,419
+3,105
680
$156K ﹤0.01%
10,077
-490
681
$151K ﹤0.01%
12,282
+294
682
$146K ﹤0.01%
+22,522
683
$146K ﹤0.01%
30,000
+2,000
684
$144K ﹤0.01%
11,429
-350
685
$134K ﹤0.01%
3,589
-57
686
$133K ﹤0.01%
10,155
687
$115K ﹤0.01%
2,511
688
$112K ﹤0.01%
86,800
689
$111K ﹤0.01%
+23,000
690
$110K ﹤0.01%
21,135
691
$110K ﹤0.01%
10,500
692
$104K ﹤0.01%
10,607
+30
693
$96K ﹤0.01%
14,987
+587
694
$91K ﹤0.01%
1,274
+327
695
$87K ﹤0.01%
10,184
+159
696
$86K ﹤0.01%
3,325
+442
697
$76K ﹤0.01%
+10,200
698
$64K ﹤0.01%
2,450
699
$55K ﹤0.01%
24,214
-451
700
$53K ﹤0.01%
12,600
-1,510
26 27
28
29 30