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
$212M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.23M
3
+$1.75M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.69M
5
BND icon
Vanguard Total Bond Market
BND
+$1.64M

Top Sells

1
+$501K
2
+$485K
3
+$473K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$426K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$360K

Sector Composition

1 Technology 3.2%
2 Healthcare 1.77%
3 Financials 1.17%
4 Communication Services 0.72%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.77%
3,986
+138
27
$1.57M 0.74%
25,291
+17,921
28
$1.45M 0.68%
4,261
+287
29
$1.19M 0.56%
8,449
+386
30
$1.16M 0.55%
25,204
+562
31
$1.12M 0.53%
3,034
+2
32
$979K 0.46%
4,922
-1,004
33
$900K 0.42%
17,912
-9,427
34
$897K 0.42%
11,928
-2,378
35
$861K 0.41%
3,549
-2
36
$856K 0.4%
11,424
-1,936
37
$808K 0.38%
10,867
+413
38
$755K 0.36%
1,545
+78
39
$751K 0.35%
6,208
+260
40
$717K 0.34%
5,503
+574
41
$716K 0.34%
29,800
+3,628
42
$632K 0.3%
25,265
-20,019
43
$620K 0.29%
6,324
+460
44
$584K 0.28%
28,958
+18,127
45
$536K 0.25%
4,709
-2,028
46
$529K 0.25%
1,344
+9
47
$515K 0.24%
4,008
-260
48
$499K 0.24%
2,100
+122
49
$463K 0.22%
1,614
+175
50
$441K 0.21%
4,162
+1,854
1
2
3 4