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
176
$2.27M 0.06%
25,977
-5,312
177
$2.24M 0.06%
84,974
-18,596
178
$2.23M 0.06%
33,304
-8,785
179
$2.19M 0.06%
82,644
-7,648
180
$2.19M 0.06%
65,733
-4,396
181
$2.18M 0.06%
22,776
-8,052
182
$2.17M 0.06%
37,705
-13,648
183
$2.16M 0.06%
45,439
+627
184
$2.11M 0.06%
6,090
-21,827
185
$2.06M 0.06%
22,472
-5,757
186
$2.06M 0.06%
62,210
-36,106
187
$2.06M 0.06%
136,455
-17,850
188
$2.03M 0.06%
35,261
-3,027
189
$2.01M 0.05%
16,832
-2,630
190
$2.01M 0.05%
28,772
191
$1.98M 0.05%
32,084
-48,931
192
$1.97M 0.05%
28,099
+1,058
193
$1.96M 0.05%
23,136
-3,030
194
$1.96M 0.05%
60,006
-23,263
195
$1.95M 0.05%
57,319
-5,231
196
$1.95M 0.05%
33,948
-15,405
197
$1.94M 0.05%
46,223
-1,070
198
$1.93M 0.05%
50,778
-19,839
199
$1.92M 0.05%
19,845
-11,734
200
$1.91M 0.05%
27,015
-502
6 7
8
9 10