VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$267K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.39M
3
+$1.06M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.03M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.03M

Top Sells

1
+$639K
2
+$478K
3
+$475K
4
AZN icon
AstraZeneca
AZN
+$347K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$229K

Sector Composition

1 Technology 3.55%
2 Financials 1.5%
3 Communication Services 1.3%
4 Consumer Discretionary 1.2%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.69T
$1.35M 0.42%
6,499
+7
SCHX icon
27
Schwab US Large- Cap ETF
SCHX
$67.2B
$1.31M 0.4%
51,076
+883
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.13T
$1.28M 0.39%
4,460
+73
IWO icon
29
iShares Russell 2000 Growth ETF
IWO
$13.8B
$1.27M 0.39%
4,051
TSLA icon
30
Tesla
TSLA
$1.5T
$1.24M 0.38%
3,339
+21
SCHO icon
31
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
$1.23M 0.38%
50,798
+963
DKNG icon
32
DraftKings
DKNG
$11.3B
$1.12M 0.34%
51,641
+1,920
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$1.01M 0.31%
18,655
+87
COST icon
34
Costco
COST
$444B
$953K 0.29%
956
APH icon
35
Amphenol
APH
$186B
$938K 0.29%
7,423
-9
BPOP icon
36
Popular Inc
BPOP
$9.55B
$832K 0.26%
6,204
JPM icon
37
JPMorgan Chase
JPM
$831B
$811K 0.25%
2,756
-3
XOM icon
38
Exxon Mobil
XOM
$609B
$802K 0.25%
4,726
-141
CEG icon
39
Constellation Energy
CEG
$107B
$793K 0.24%
2,838
VTEB icon
40
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$760K 0.23%
15,239
+689
USMV icon
41
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$726K 0.22%
7,830
+296
MA icon
42
Mastercard
MA
$465B
$706K 0.22%
1,412
V icon
43
Visa
V
$610B
$666K 0.2%
2,203
META icon
44
Meta Platforms (Facebook)
META
$1.75T
$652K 0.2%
1,139
-27
AVGO icon
45
Broadcom
AVGO
$1.92T
$580K 0.18%
1,873
+94
AMD icon
46
Advanced Micro Devices
AMD
$454B
$563K 0.17%
2,766
+71
TSM icon
47
TSMC
TSM
$1.92T
$542K 0.17%
1,605
+176
ISRG icon
48
Intuitive Surgical
ISRG
$167B
$537K 0.16%
1,165
-3
IVE icon
49
iShares S&P 500 Value ETF
IVE
$48.7B
$417K 0.13%
1,976
+132
IVW icon
50
iShares S&P 500 Growth ETF
IVW
$69.2B
$407K 0.12%
3,602
+388
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