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
$257M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$742K
3
+$614K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$432K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$424K

Top Sells

1
+$974K
2
+$618K
3
+$585K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$525K
5
KMB icon
Kimberly-Clark
KMB
+$316K

Sector Composition

1 Technology 3.58%
2 Financials 1.7%
3 Healthcare 1.41%
4 Consumer Discretionary 1.31%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.47%
54,770
-23,757
27
$1.09M 0.43%
7,244
-169
28
$1.03M 0.4%
4,022
-71
29
$1.01M 0.39%
6,492
+111
30
$865K 0.34%
19,113
-4,143
31
$824K 0.32%
7,605
-32
32
$811K 0.32%
858
+58
33
$778K 0.3%
1,419
-2
34
$772K 0.3%
2,203
-9
35
$711K 0.28%
1,234
+4
36
$706K 0.27%
7,537
-2
37
$706K 0.27%
3,501
+154
38
$676K 0.26%
2,754
+78
39
$636K 0.25%
2,453
+12
40
$587K 0.23%
1,185
41
$568K 0.22%
6,148
42
$549K 0.21%
11,069
+32
43
$532K 0.21%
3,437
+611
44
$531K 0.21%
4,462
-403
45
$505K 0.2%
7,696
-74
46
$488K 0.19%
794
47
$446K 0.17%
1,662
+187
48
$408K 0.16%
2,476
+11
49
$386K 0.15%
8,372
+500
50
$351K 0.14%
8,411
+1,033
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