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
State Street Utilities Select Sector SPDR ETF
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
76
$7.01M 0.21%
151,360
+2,874
77
$6.99M 0.21%
186,782
-23,637
78
$6.7M 0.2%
134,294
+4,381
79
$6.63M 0.19%
346,855
+399
80
$6.6M 0.19%
85,899
+336
81
$6.51M 0.19%
327,049
+23,860
82
$6.49M 0.19%
228,332
+3,332
83
$6.24M 0.18%
57,708
+1,203
84
$6.22M 0.18%
63,398
+1,811
85
$6.17M 0.18%
81,694
+16,332
86
$6.15M 0.18%
51,892
+648
87
$6.04M 0.18%
125,268
-5,379
88
$6.03M 0.18%
127,242
-4,820
89
$5.97M 0.17%
137,123
-169
90
$5.82M 0.17%
191,474
+72,072
91
$5.67M 0.17%
221,500
+10,080
92
$5.57M 0.16%
130,688
+10,655
93
$5.36M 0.16%
54,361
+1,340
94
$5.34M 0.16%
46,076
-259
95
$5.31M 0.16%
62,589
96
$5.27M 0.15%
51,819
+9,545
97
$5.2M 0.15%
55,950
-6,478
98
$5.19M 0.15%
76,045
+93
99
$5.16M 0.15%
83,980
+96
100
$5.1M 0.15%
64,870
+1,034
2 3
4
5 6