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
$163M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.25M
3
+$905K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$607K

Top Sells

1
+$313K
2
+$262K
3
+$247K
4
JPM icon
JPMorgan Chase
JPM
+$236K
5
TSM icon
TSMC
TSM
+$232K

Sector Composition

1 Technology 2.36%
2 Healthcare 2.11%
3 Financials 0.9%
4 Communication Services 0.7%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.73%
23,834
+170
27
$1.08M 0.67%
7,954
+606
28
$1.04M 0.64%
13,036
+993
29
$1.04M 0.64%
7,594
-436
30
$1.02M 0.63%
3,978
-298
31
$946K 0.58%
2,728
-174
32
$727K 0.45%
3,522
+1,238
33
$681K 0.42%
9,698
-58
34
$650K 0.4%
5,940
+20
35
$611K 0.38%
24,850
-296
36
$609K 0.37%
5,731
-549
37
$565K 0.35%
+3,185
38
$549K 0.34%
1,500
-10
39
$473K 0.29%
6,148
40
$455K 0.28%
4,820
-64
41
$451K 0.28%
878
-39
42
$436K 0.27%
2,539
-1
43
$407K 0.25%
1,809
-1
44
$407K 0.25%
1,291
+11
45
$384K 0.24%
801
-8
46
$378K 0.23%
1,919
+10
47
$354K 0.22%
19,083
+2,256
48
$353K 0.22%
1,475
49
$352K 0.22%
17,203
+395
50
$322K 0.2%
2,379
+10
1
2
3 4