V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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 Sells

1 +$128M
2 +$83.8M
3 +$35.2M
4
DAR icon
Darling Ingredients
DAR
+$28.3M
5
AAPL icon
Apple
AAPL
+$28.1M

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
801
-159,194
802
-4,994
803
-2,158
804
-9,000
805
-26,305
806
-3,100
807
-6,002
808
-9,656
809
-40,000
810
-10,200
811
-5,379
812
-7,442
813
-5,411
814
-3,588
815
-5,389
816
-10,967
817
-9,165
818
-4,686
819
-17,684
820
-1,690
821
-11,110
822
-10,488
823
-124,037
824
-142,749
825
-72,088