VC
Veery Capital Portfolio holdings
AUM
$291M
1-Year Return
13.51%
This Quarter Return
+6.5%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$18.2M
(+11%)
Cap. Flow
+$8.62M
Cap. Flow
% of AUM
4.6%
Top 10 Holdings %
Top 10 Hldgs %
67.53%
Holding
86
New
15
Increased
31
Reduced
24
Closed
4
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$2.43M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$1.01M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$974K |
| 4 |
Vanguard Total Bond Market
BND
|
$867K |
| 5 |
Advanced Micro Devices
AMD
|
$660K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$1.07M |
| 2 |
Vanguard Growth ETF
VUG
|
$622K |
| 3 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$476K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$347K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$306K |
Sector Composition
| 1 | Technology | 2.99% |
| 2 | Healthcare | 1.89% |
| 3 | Financials | 1.2% |
| 4 | Communication Services | 0.63% |
| 5 | Consumer Staples | 0.54% |
