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
176
$2.1M 0.06%
190,486
+4,653
177
$2.08M 0.06%
23,306
+530
178
$2.08M 0.06%
25,675
-573
179
$2.07M 0.06%
51,832
-220
180
$2.04M 0.06%
84,579
-395
181
$2.04M 0.06%
20,761
+916
182
$2.03M 0.06%
23,709
+798
183
$2.01M 0.06%
51,584
+740
184
$2M 0.06%
17,265
+67
185
$1.97M 0.06%
72,934
+2,877
186
$1.94M 0.06%
24,105
+495
187
$1.88M 0.06%
33,164
+1,080
188
$1.88M 0.06%
76,147
+10,414
189
$1.88M 0.06%
13,042
-374
190
$1.88M 0.06%
22,782
+310
191
$1.82M 0.05%
57,870
+551
192
$1.8M 0.05%
25,055
+808
193
$1.78M 0.05%
1,443
+54
194
$1.78M 0.05%
25,922
-55
195
$1.74M 0.05%
60,950
+944
196
$1.74M 0.05%
5,832
-258
197
$1.74M 0.05%
31,374
+14,604
198
$1.69M 0.05%
24,975
+1,568
199
$1.69M 0.05%
27,009
-289
200
$1.68M 0.05%
16,516
-316
6 7
8
9 10