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
151
$3.09M 0.08%
67,034
-2,655
152
$3.07M 0.08%
120,938
-11,225
153
$3.01M 0.08%
24,077
-3,608
154
$2.97M 0.08%
28,021
-3,530
155
$2.97M 0.08%
40,234
-6,000
156
$2.91M 0.08%
44,550
-39,126
157
$2.8M 0.08%
64,372
-20,048
158
$2.76M 0.07%
32,709
-7,517
159
$2.74M 0.07%
95,730
-90,151
160
$2.74M 0.07%
19,747
-7,493
161
$2.73M 0.07%
66,282
-18,692
162
$2.72M 0.07%
19,251
-1,318
163
$2.65M 0.07%
49,420
-14,938
164
$2.56M 0.07%
43,003
-16,965
165
$2.52M 0.07%
52,052
-489
166
$2.46M 0.07%
55,846
-5,882
167
$2.45M 0.07%
11,736
-4,330
168
$2.4M 0.07%
24,742
-16,864
169
$2.38M 0.06%
46,112
-30
170
$2.37M 0.06%
22,911
-2,176
171
$2.33M 0.06%
26,248
-6,246
172
$2.29M 0.06%
40,359
-744
173
$2.29M 0.06%
13,416
-14,272
174
$2.28M 0.06%
185,833
-117,391
175
$2.28M 0.06%
70,057
-41,559
5 6
7
8 9