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
$172M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$765K
3
+$731K
4
VUG icon
Vanguard Growth ETF
VUG
+$718K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$566K

Top Sells

1
+$592K
2
+$377K
3
+$234K
4
INTC icon
Intel
INTC
+$202K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$124K

Sector Composition

1 Technology 2.69%
2 Financials 1.67%
3 Healthcare 1.39%
4 Communication Services 0.79%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.73%
14,010
+285
27
$1.18M 0.68%
4,340
-53
28
$1.12M 0.65%
10,396
-143
29
$1.09M 0.63%
10,553
+223
30
$1.09M 0.63%
20,714
+1,170
31
$1.02M 0.59%
2,591
-49
32
$994K 0.58%
5,780
+380
33
$969K 0.56%
7,077
-361
34
$891K 0.52%
1,521
-1
35
$804K 0.47%
2,581
-380
36
$767K 0.45%
6,120
-40
37
$716K 0.42%
2,458
-5
38
$701K 0.41%
9,523
-294
39
$647K 0.38%
7,073
-385
40
$559K 0.33%
21,834
-1,970
41
$487K 0.28%
1,334
+4
42
$469K 0.27%
4,564
-141
43
$469K 0.27%
2,517
44
$461K 0.27%
6,148
45
$456K 0.27%
4,268
46
$456K 0.27%
17,237
+380
47
$436K 0.25%
1,834
48
$433K 0.25%
15,682
-432
49
$426K 0.25%
1,822
50
$403K 0.23%
1,314
1
2
3