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
$247M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.14M
4
BND icon
Vanguard Total Bond Market
BND
+$735K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$296K

Top Sells

1
+$2.58M
2
+$1.12M
3
+$589K
4
VTV icon
Vanguard Value ETF
VTV
+$486K
5
IBM icon
IBM
IBM
+$210K

Sector Composition

1 Technology 3.62%
2 Healthcare 1.81%
3 Financials 1.31%
4 Communication Services 1.02%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.58%
3,005
+2
27
$1.19M 0.48%
7,796
+372
28
$1.15M 0.46%
5,933
+104
29
$1.14M 0.46%
6,223
-10
30
$1.05M 0.43%
4,018
+209
31
$994K 0.4%
26,033
+4,478
32
$977K 0.4%
20,084
+5,043
33
$917K 0.37%
7,419
-41
34
$863K 0.35%
31,855
+38
35
$717K 0.29%
1,291
36
$702K 0.28%
8,367
-521
37
$688K 0.28%
809
+2
38
$628K 0.25%
12,527
-2,414
39
$613K 0.25%
1,215
-7
40
$597K 0.24%
24,804
-1,760
41
$592K 0.24%
1,343
-5
42
$587K 0.24%
7,650
-1,442
43
$578K 0.23%
6,131
-1,345
44
$563K 0.23%
4,891
+140
45
$545K 0.22%
6,159
-1,072
46
$544K 0.22%
2,073
47
$544K 0.22%
6,148
48
$542K 0.22%
2,977
+66
49
$537K 0.22%
2,653
+16
50
$536K 0.22%
2,675
+3
1
2
3 4