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
101
$5.65M 0.15%
46,335
-13,207
102
$5.65M 0.15%
75,952
-42,141
103
$5.45M 0.15%
135,195
-52,764
104
$5.31M 0.14%
122,291
-13,676
105
$5.26M 0.14%
84,008
-40,869
106
$5.25M 0.14%
308,574
-222,944
107
$5.24M 0.14%
70,429
-14,585
108
$5.21M 0.14%
63,836
-9,057
109
$5.04M 0.14%
53,021
-10,990
110
$4.97M 0.13%
117,380
-4,601
111
$4.88M 0.13%
65,362
-9,077
112
$4.85M 0.13%
94,953
-5,320
113
$4.81M 0.13%
11,911
-6,140
114
$4.73M 0.13%
119,402
-28,568
115
$4.59M 0.12%
211,420
-108,680
116
$4.53M 0.12%
83,884
-28,492
117
$4.53M 0.12%
42,274
-3,179
118
$4.5M 0.12%
57,947
-29,772
119
$4.46M 0.12%
60,248
-155,610
120
$4.46M 0.12%
14,686
-3,714
121
$4.37M 0.12%
42,337
-12,895
122
$4.36M 0.12%
201,925
-12,764
123
$4.31M 0.12%
82,392
-4,574
124
$4.31M 0.12%
24,908
-81,883
125
$4.3M 0.12%
181,752
-87,594
3 4
5
6 7