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
$244M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.29M
3
+$970K
4
BND icon
Vanguard Total Bond Market
BND
+$937K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$588K

Top Sells

1
+$1.27M
2
+$553K
3
+$377K
4
SMLR icon
Semler Scientific
SMLR
+$266K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$260K

Sector Composition

1 Technology 3.37%
2 Healthcare 1.76%
3 Financials 1.36%
4 Consumer Discretionary 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.55%
3,003
+24
27
$1.18M 0.48%
7,424
+437
28
$1.05M 0.43%
5,829
-61
29
$1.03M 0.42%
3,809
+308
30
$979K 0.4%
21,555
+14
31
$949K 0.39%
6,233
32
$834K 0.34%
31,817
+6,913
33
$756K 0.31%
14,941
-25,037
34
$743K 0.3%
8,888
-1,954
35
$740K 0.3%
15,041
-3,387
36
$712K 0.29%
7,476
-5,806
37
$697K 0.29%
9,092
-1,898
38
$674K 0.28%
7,460
+520
39
$651K 0.27%
1,291
-4
40
$649K 0.27%
1,348
+1
41
$648K 0.27%
7,231
-2,903
42
$640K 0.26%
26,564
-2,688
43
$593K 0.24%
1,222
-84
44
$591K 0.24%
807
-2
45
$591K 0.24%
3,273
+11
46
$579K 0.24%
2,073
-10
47
$555K 0.23%
4,004
48
$552K 0.23%
4,751
-110
49
$551K 0.23%
12,087
-1,652
50
$542K 0.22%
6,148
1
2
3 4