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
$223M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.14M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.02M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$657K

Top Sells

1
+$2.23M
2
+$1.78M
3
+$1.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.08M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$758K

Sector Composition

1 Technology 3.19%
2 Healthcare 1.82%
3 Financials 1.26%
4 Communication Services 0.88%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.56%
13,282
-7,258
27
$1.22M 0.55%
2,979
+13
28
$1.21M 0.54%
62,714
+22,747
29
$1.09M 0.49%
6,987
-755
30
$910K 0.41%
18,428
-14,907
31
$903K 0.4%
10,134
-5,829
32
$895K 0.4%
5,890
+66
33
$883K 0.4%
3,501
-7
34
$878K 0.39%
6,233
-17
35
$846K 0.38%
10,990
-9,845
36
$846K 0.38%
10,842
-20
37
$773K 0.35%
1,295
-251
38
$759K 0.34%
21,541
+27
39
$754K 0.34%
29,800
+11,634
40
$709K 0.32%
29,252
-590
41
$637K 0.29%
13,739
-8,458
42
$632K 0.28%
6,295
-29
43
$625K 0.28%
24,904
+9,281
44
$575K 0.26%
1,347
+3
45
$542K 0.24%
2,083
+22
46
$534K 0.24%
809
-3
47
$514K 0.23%
2,411
-1,586
48
$505K 0.23%
6,148
49
$497K 0.22%
795
+5
50
$497K 0.22%
4,004
+8
1
2
3 4