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
$267M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.9M
3
+$12.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.15M

Top Sells

1
+$23.7M
2
+$17.6M
3
+$5.42M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.81M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.17M

Sector Composition

1 Technology 3.68%
2 Healthcare 1.58%
3 Financials 1.31%
4 Consumer Discretionary 1.01%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.54%
58,756
+33,952
27
$1.24M 0.47%
31,659
+5,626
28
$1.22M 0.46%
7,285
-511
29
$1.21M 0.45%
32,702
-112,964
30
$1.14M 0.43%
4,011
-7
31
$1.11M 0.42%
5,965
+32
32
$1.04M 0.39%
6,213
-10
33
$1.02M 0.38%
5,682
-11,126
34
$917K 0.34%
7,549
+130
35
$773K 0.29%
8,467
+100
36
$714K 0.27%
805
-4
37
$694K 0.26%
2,670
-5
38
$680K 0.26%
1,189
-26
39
$668K 0.25%
1,291
40
$663K 0.25%
1,342
-1
41
$641K 0.24%
12,540
+13
42
$616K 0.23%
6,148
43
$587K 0.22%
5,010
+119
44
$584K 0.22%
1,189
45
$570K 0.21%
2,073
46
$565K 0.21%
2,682
+29
47
$534K 0.2%
26,141
-59,022
48
$526K 0.2%
3,208
-51
49
$508K 0.19%
7,798
50
$493K 0.19%
794
-1
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2
3 4 5