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
76
$7.62M 0.21%
250,522
-55,751
77
$7.53M 0.2%
132,062
-6,324
78
$7.41M 0.2%
230,904
-434,180
79
$7.21M 0.2%
61,587
-43,519
80
$7.02M 0.19%
129,913
+964
81
$6.89M 0.19%
85,563
-8,369
82
$6.77M 0.18%
225,000
-308,100
83
$6.73M 0.18%
137,662
-26,167
84
$6.68M 0.18%
346,456
-5,434
85
$6.65M 0.18%
148,486
-7,914
86
$6.62M 0.18%
98,965
-6,967
87
$6.61M 0.18%
51,244
-11,582
88
$6.54M 0.18%
56,505
-46,465
89
$6.49M 0.18%
303,189
-36,471
90
$6.49M 0.18%
185,423
-1,304
91
$6.4M 0.17%
137,292
-50,443
92
$6.35M 0.17%
34,031
+3,404
93
$6.18M 0.17%
62,428
-29,930
94
$6.11M 0.17%
124,400
-27,508
95
$5.84M 0.16%
48,360
-69,352
96
$5.83M 0.16%
120,033
-10,903
97
$5.78M 0.16%
142,262
-31,668
98
$5.72M 0.16%
136,709
-18,268
99
$5.71M 0.15%
117,837
+521
100
$5.69M 0.15%
62,589
-4,784
2 3
4
5 6