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
126
$4.13M 0.11%
61,565
-65,347
127
$4.12M 0.11%
44,399
-4,340
128
$4.09M 0.11%
166,836
-203,004
129
$4M 0.11%
47,445
-2,702
130
$3.8M 0.1%
56,826
-10,332
131
$3.79M 0.1%
20,406
-22,278
132
$3.77M 0.1%
45,121
-8,730
133
$3.73M 0.1%
24,298
-8,262
134
$3.71M 0.1%
47,839
-7,479
135
$3.7M 0.1%
35,279
-77,004
136
$3.65M 0.1%
27,040
-7,412
137
$3.61M 0.1%
107,379
-23,445
138
$3.57M 0.1%
98,457
-1,540
139
$3.54M 0.1%
11,045
-1,834
140
$3.53M 0.1%
40,294
-8,984
141
$3.5M 0.09%
78,485
-8,360
142
$3.42M 0.09%
61,852
-105,363
143
$3.41M 0.09%
105,145
144
$3.4M 0.09%
39,647
-52,269
145
$3.31M 0.09%
34,693
-9,168
146
$3.29M 0.09%
29,324
-7,573
147
$3.2M 0.09%
65,994
-5,798
148
$3.15M 0.09%
32,528
-40,236
149
$3.1M 0.08%
39,755
-3,029
150
$3.09M 0.08%
84,480
-1,390
4 5
6
7 8