VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.63M
3
+$1.49M
4
VTV icon
Vanguard Value ETF
VTV
+$954K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$377K
2
+$212K
3
+$203K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$201K
5
CEG icon
Constellation Energy
CEG
+$178K

Sector Composition

1 Technology 4.04%
2 Financials 1.73%
3 Consumer Discretionary 1.58%
4 Healthcare 1.09%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.44%
8,059
+454
27
$1.22M 0.42%
50,129
-41
28
$1.18M 0.41%
7,477
+233
29
$1.15M 0.4%
4,020
-2
30
$1.15M 0.39%
6,467
-25
31
$1.04M 0.36%
3,271
+818
32
$979K 0.34%
19,795
+682
33
$948K 0.33%
958
+100
34
$913K 0.31%
2,829
-672
35
$888K 0.31%
1,203
-31
36
$800K 0.28%
2,758
+4
37
$797K 0.27%
1,419
38
$783K 0.27%
2,206
+3
39
$750K 0.26%
7,594
-102
40
$707K 0.24%
7,535
-2
41
$678K 0.23%
6,148
42
$666K 0.23%
845
+51
43
$662K 0.23%
13,507
+2,438
44
$636K 0.22%
1,171
-14
45
$611K 0.21%
3,467
+30
46
$485K 0.17%
1,760
+95
47
$475K 0.16%
4,407
-55
48
$445K 0.15%
1,633
-29
49
$432K 0.15%
3,047
-103
50
$386K 0.13%
2,476
1
2
3 4