VC

Veery Capital Portfolio holdings

AUM $317M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$958K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$883K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$732K

Top Sells

1
+$232K
2
+$224K
3
+$212K
4
DKNG icon
DraftKings
DKNG
+$126K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$101K

Sector Composition

1 Technology 3.97%
2 Financials 1.78%
3 Consumer Discretionary 1.48%
4 Communication Services 1.25%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.46T
$1.46M 0.46%
3,288
+17
AMZN icon
27
Amazon
AMZN
$2.27T
$1.45M 0.46%
6,590
+105
IWN icon
28
iShares Russell 2000 Value ETF
IWN
$12B
$1.35M 0.43%
7,656
+179
SCHX icon
29
Schwab US Large- Cap ETF
SCHX
$60.7B
$1.34M 0.42%
50,726
-3,484
IWO icon
30
iShares Russell 2000 Growth ETF
IWO
$13.1B
$1.29M 0.41%
4,020
SCHO icon
31
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$1.27M 0.4%
52,224
+2,095
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.06T
$1.01M 0.32%
4,173
+706
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$996K 0.31%
18,389
-1,406
APH icon
34
Amphenol
APH
$153B
$934K 0.29%
7,547
-47
CEG icon
35
Constellation Energy
CEG
$121B
$932K 0.29%
2,832
+3
COST icon
36
Costco
COST
$415B
$885K 0.28%
956
-2
META icon
37
Meta Platforms (Facebook)
META
$1.8T
$876K 0.28%
1,193
-10
JPM icon
38
JPMorgan Chase
JPM
$810B
$870K 0.27%
2,759
+1
MA icon
39
Mastercard
MA
$507B
$804K 0.25%
1,414
-5
BPOP icon
40
Popular Inc
BPOP
$7.83B
$783K 0.25%
6,166
+18
V icon
41
Visa
V
$664B
$752K 0.24%
2,203
-3
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$720K 0.23%
14,377
+870
USMV icon
43
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$717K 0.23%
7,534
-1
AVGO icon
44
Broadcom
AVGO
$1.65T
$585K 0.18%
1,772
+12
INTU icon
45
Intuit
INTU
$184B
$577K 0.18%
845
ISRG icon
46
Intuitive Surgical
ISRG
$160B
$524K 0.17%
1,171
AMD icon
47
Advanced Micro Devices
AMD
$378B
$493K 0.16%
3,047
SLM icon
48
SLM Corp
SLM
$5.36B
$489K 0.15%
17,677
+9,642
XOM icon
49
Exxon Mobil
XOM
$479B
$468K 0.15%
4,153
-254
TSM icon
50
TSMC
TSM
$1.53T
$401K 0.13%
1,435
-39
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