VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$771K
3
+$626K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$588K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Top Sells

1
+$745K
2
+$729K
3
+$237K
4
SMLR
Semler Scientific
SMLR
+$225K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$225K

Sector Composition

1 Healthcare 2.04%
2 Technology 1.84%
3 Financials 1.15%
4 Consumer Staples 0.58%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.7%
16,051
+141
27
$1.19M 0.7%
25,403
+1,710
28
$1.1M 0.65%
15,217
+246
29
$1.08M 0.64%
7,796
-370
30
$1.08M 0.64%
+7,629
31
$1M 0.59%
7,731
-108
32
$956K 0.56%
3,985
-45
33
$807K 0.48%
3,032
+2,265
34
$728K 0.43%
3,396
-123
35
$699K 0.41%
9,689
-3
36
$589K 0.35%
24,414
-28
37
$530K 0.31%
5,975
-14
38
$494K 0.29%
1,467
-33
39
$483K 0.29%
4,268
40
$464K 0.27%
1,335
+54
41
$457K 0.27%
4,812
42
$443K 0.26%
836
-43
43
$412K 0.24%
1,753
-56
44
$411K 0.24%
1,977
+60
45
$408K 0.24%
6,148
46
$407K 0.24%
4,842
-794
47
$386K 0.23%
2,187
-963
48
$362K 0.21%
793
-2
49
$351K 0.21%
2,397
-137
50
$331K 0.2%
2,435
+60
1
2
3