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
701
$184K 0.01%
+14,509
702
$181K ﹤0.01%
21,311
-470
703
$180K ﹤0.01%
14,400
-12,654
704
$175K ﹤0.01%
38,314
-996
705
$174K ﹤0.01%
+23,603
706
$174K ﹤0.01%
2,883
-587
707
$172K ﹤0.01%
11,779
-2,581
708
$170K ﹤0.01%
15,045
-7,285
709
$167K ﹤0.01%
10,206
710
$163K ﹤0.01%
86,800
-3,150
711
$159K ﹤0.01%
11,988
712
$155K ﹤0.01%
10,155
-62,845
713
$155K ﹤0.01%
+10,000
714
$140K ﹤0.01%
10,577
-12,686
715
$140K ﹤0.01%
10,500
-1,063
716
$139K ﹤0.01%
2,787
717
$136K ﹤0.01%
3,646
-64
718
$131K ﹤0.01%
21,135
719
$129K ﹤0.01%
2,511
-43
720
$118K ﹤0.01%
10,025
721
$112K ﹤0.01%
2,000
-12,097
722
$104K ﹤0.01%
+10,092
723
$94K ﹤0.01%
28,000
+285
724
$88K ﹤0.01%
+10,200
725
$83K ﹤0.01%
+14,110
27 28
29
30 31