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
$181M
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$683K
3
+$469K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$394K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K

Top Sells

1
+$868K
2
+$688K
3
+$614K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$235K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$212K

Sector Composition

1 Technology 3.16%
2 Healthcare 2.24%
3 Financials 1.39%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.73%
4,276
+276
27
$1.26M 0.7%
15,389
+522
28
$1.21M 0.67%
23,664
-829
29
$1.21M 0.67%
2,902
+266
30
$1.19M 0.66%
7,348
-546
31
$1.1M 0.61%
12,043
+899
32
$1.02M 0.57%
6,280
+460
33
$827K 0.46%
5,920
-20
34
$757K 0.42%
9,756
-142
35
$688K 0.38%
1,510
-10
36
$623K 0.34%
25,146
+920
37
$584K 0.32%
2,284
-301
38
$546K 0.3%
4,268
39
$512K 0.28%
4,884
-85
40
$503K 0.28%
6,148
41
$479K 0.27%
2,540
-20
42
$471K 0.26%
1,810
-5
43
$469K 0.26%
+1,475
44
$468K 0.26%
917
+3
45
$466K 0.26%
809
-10
46
$457K 0.25%
1,280
-28
47
$423K 0.23%
1,909
-10
48
$406K 0.22%
2,920
+860
49
$396K 0.22%
1,312
-5
50
$382K 0.21%
16,808
-1,104
1
2
3 4