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
$156M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$616K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$287K
5
BND icon
Vanguard Total Bond Market
BND
+$256K

Top Sells

1
+$353K
2
+$234K
3
+$212K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$201K

Sector Composition

1 Healthcare 2.21%
2 Technology 1.96%
3 Financials 0.98%
4 Consumer Staples 0.57%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.73%
23,693
-141
27
$1.08M 0.69%
7,839
+245
28
$1.08M 0.69%
14,971
+1,935
29
$1.05M 0.67%
8,166
+212
30
$939K 0.6%
4,030
+52
31
$916K 0.59%
2,790
+62
32
$727K 0.47%
3,519
-3
33
$641K 0.41%
9,692
-6
34
$637K 0.41%
5,636
-95
35
$590K 0.38%
24,442
-408
36
$576K 0.37%
5,989
+49
37
$515K 0.33%
3,150
-35
38
$444K 0.28%
879
+1
39
$443K 0.28%
6,148
40
$426K 0.27%
4,812
-8
41
$414K 0.26%
1,809
42
$413K 0.26%
1,500
43
$376K 0.24%
2,534
-5
44
$375K 0.24%
795
-6
45
$364K 0.23%
1,281
-10
46
$344K 0.22%
4,268
47
$341K 0.22%
1,917
-2
48
$306K 0.2%
791
49
$287K 0.18%
16,954
-2,129
50
$285K 0.18%
15,035
-2,168
1
2
3 4