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
51
$11.1M 0.3%
251,254
-32,890
52
$10.5M 0.28%
194,240
-16,034
53
$10.2M 0.28%
65,606
-5,057
54
$10.2M 0.28%
259,098
-24,563
55
$10.1M 0.27%
65,200
-685
56
$9.98M 0.27%
251,845
-8,572
57
$9.53M 0.26%
334,720
-29,528
58
$9.29M 0.25%
137,076
-119,298
59
$9.18M 0.25%
270,040
+4,927
60
$9.13M 0.25%
82,181
-11,977
61
$9.11M 0.25%
95,794
-125,496
62
$9.01M 0.24%
328,042
-81,590
63
$8.99M 0.24%
150,024
-1,397,597
64
$8.92M 0.24%
102,627
-13,336
65
$8.88M 0.24%
210,419
-7,405
66
$8.84M 0.24%
162,688
-34,848
67
$8.78M 0.24%
130,593
-24,111
68
$8.52M 0.23%
321,240
-186,811
69
$8.48M 0.23%
121,417
-24,782
70
$8.43M 0.23%
82,638
-200
71
$8.28M 0.22%
108,238
-3,636
72
$8.25M 0.22%
458,488
-147,736
73
$8.25M 0.22%
210,565
-15,498
74
$7.93M 0.22%
130,647
-49,915
75
$7.67M 0.21%
285,780
-55,813
1 2
3
4 5