V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
-1.07%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$3.69B
AUM Growth
-$1.1B
(-23%)
Cap. Flow
-$1.05B
Cap. Flow
% of AUM
-28.47%
Top 10 Holdings %
Top 10 Hldgs %
49.52%
Holding
952
New
20
Increased
43
Reduced
628
Closed
216
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.78M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.18M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$654K |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$635K |
| 5 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$609K |
Top Sells
| 1 |
PepsiCo
PEP
|
$125M |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$83.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$34.5M |
| 4 |
Darling Ingredients
DAR
|
$28.1M |
| 5 |
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% |
