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
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$18.4M
3
+$12.7M
4
VTV icon
Vanguard Value ETF
VTV
+$12.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.73%
2 Financials 1.58%
3 Healthcare 1.45%
4 Communication Services 0.69%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.78%
+10,721
27
$1.11M 0.75%
+8,413
28
$1.06M 0.72%
+9,700
29
$1.04M 0.7%
+4,666
30
$907K 0.61%
+2,639
31
$873K 0.59%
+5,360
32
$868K 0.59%
+16,981
33
$853K 0.58%
+2,977
34
$847K 0.57%
+6,380
35
$778K 0.52%
+1,556
36
$689K 0.46%
+7,526
37
$669K 0.45%
+9,854
38
$611K 0.41%
+23,776
39
$603K 0.41%
+2,574
40
$531K 0.36%
+6,060
41
$481K 0.32%
+1,347
42
$458K 0.31%
+4,731
43
$432K 0.29%
+2,609
44
$418K 0.28%
+14,916
45
$411K 0.28%
+4,452
46
$410K 0.28%
+14,220
47
$409K 0.28%
+1,871
48
$374K 0.25%
+1,900
49
$370K 0.25%
+1,356
50
$365K 0.25%
+2,874
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