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
201
$1.68M 0.05%
+54,035
202
$1.68M 0.05%
26,272
-2,500
203
$1.67M 0.05%
13,764
204
$1.65M 0.05%
9,415
+352
205
$1.6M 0.05%
36,229
+2,366
206
$1.57M 0.05%
30,532
+3,812
207
$1.56M 0.05%
6,799
-2,197
208
$1.56M 0.05%
59,982
+12,115
209
$1.56M 0.05%
28,924
+231
210
$1.55M 0.05%
114,425
+39,755
211
$1.54M 0.05%
48,693
+1,449
212
$1.54M 0.05%
15,468
+379
213
$1.54M 0.05%
+21,767
214
$1.53M 0.04%
45,723
-18,649
215
$1.53M 0.04%
18,605
+532
216
$1.52M 0.04%
11,730
+826
217
$1.5M 0.04%
35,648
+681
218
$1.5M 0.04%
38,646
+5,130
219
$1.5M 0.04%
22,986
-150
220
$1.49M 0.04%
29,896
+3,130
221
$1.49M 0.04%
15,800
+296
222
$1.48M 0.04%
31,860
-3,000
223
$1.47M 0.04%
17,984
+1,355
224
$1.47M 0.04%
60,530
+383
225
$1.47M 0.04%
8,174
+280
7 8
9
10 11