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
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730
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735
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741
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750
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