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
$187M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.01M
3
+$974K
4
BND icon
Vanguard Total Bond Market
BND
+$867K
5
AMD icon
Advanced Micro Devices
AMD
+$660K

Top Sells

1
+$1.07M
2
+$622K
3
+$476K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$347K
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.61%
24,642
-3,235
27
$1.15M 0.61%
3,974
-11
28
$1.13M 0.61%
45,284
-19,002
29
$1.12M 0.6%
5,926
-867
30
$1.1M 0.59%
8,063
+267
31
$1.1M 0.59%
14,306
-1,745
32
$1.02M 0.55%
13,360
-1,857
33
$973K 0.52%
3,032
34
$805K 0.43%
3,551
+155
35
$760K 0.41%
10,454
+765
36
$660K 0.35%
+6,737
37
$638K 0.34%
26,172
+1,758
38
$619K 0.33%
5,948
-27
39
$567K 0.3%
5,864
+1,052
40
$565K 0.3%
1,467
41
$509K 0.27%
4,929
+87
42
$496K 0.26%
4,268
43
$485K 0.26%
1,335
44
$477K 0.25%
+13,723
45
$462K 0.25%
4,215
+1,367
46
$459K 0.25%
+7,370
47
$446K 0.24%
1,978
+1
48
$402K 0.21%
+6,653
49
$399K 0.21%
2,398
+1
50
$394K 0.21%
793
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