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
201
$1.89M 0.05%
23,610
-9,416
202
$1.89M 0.05%
32,901
-4,223
203
$1.88M 0.05%
33,863
-17,559
204
$1.87M 0.05%
21,966
-1,990
205
$1.87M 0.05%
60,147
-26,052
206
$1.86M 0.05%
47,244
-19,987
207
$1.83M 0.05%
50,844
-39,597
208
$1.82M 0.05%
34,860
209
$1.8M 0.05%
8,996
-3,360
210
$1.79M 0.05%
17,198
-1,245
211
$1.79M 0.05%
15,596
-5,954
212
$1.78M 0.05%
47,780
+9,172
213
$1.73M 0.05%
45,440
-15,239
214
$1.72M 0.05%
13,764
215
$1.71M 0.05%
24,247
-1,982
216
$1.71M 0.05%
16,015
-14,897
217
$1.67M 0.05%
27,298
-9,222
218
$1.64M 0.04%
8,898
+492
219
$1.62M 0.04%
37,653
-7,687
220
$1.6M 0.04%
1,389
-1,770
221
$1.58M 0.04%
72,965
-15,187
222
$1.57M 0.04%
31,999
-7,064
223
$1.57M 0.04%
17,145
-1,932
224
$1.56M 0.04%
21,237
-169,432
225
$1.55M 0.04%
31,302
7 8
9
10 11