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
$291M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.72M
3
+$1.57M
4
VTV icon
Vanguard Value ETF
VTV
+$999K
5
BND icon
Vanguard Total Bond Market
BND
+$797K

Top Sells

1
+$379K
2
+$217K
3
+$212K
4
UNH icon
UnitedHealth
UNH
+$203K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$201K

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
NVDA icon
26
NVIDIA
NVDA
$4.63T
$1.27M 0.44%
8,059
+454
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$1.22M 0.42%
50,129
-41
IWN icon
28
iShares Russell 2000 Value ETF
IWN
$11.8B
$1.18M 0.41%
7,477
+233
IWO icon
29
iShares Russell 2000 Growth ETF
IWO
$12.6B
$1.15M 0.4%
4,020
-2
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.34T
$1.15M 0.39%
6,467
-25
TSLA icon
31
Tesla
TSLA
$1.34T
$1.04M 0.36%
3,271
+818
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$979K 0.34%
19,795
+682
COST icon
33
Costco
COST
$409B
$948K 0.33%
958
+100
CEG icon
34
Constellation Energy
CEG
$106B
$913K 0.31%
2,829
-672
META icon
35
Meta Platforms (Facebook)
META
$1.54T
$888K 0.31%
1,203
-31
JPM icon
36
JPMorgan Chase
JPM
$827B
$800K 0.28%
2,758
+4
MA icon
37
Mastercard
MA
$490B
$797K 0.27%
1,419
V icon
38
Visa
V
$637B
$783K 0.27%
2,206
+3
APH icon
39
Amphenol
APH
$164B
$750K 0.26%
7,594
-102
USMV icon
40
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$707K 0.24%
7,535
-2
BPOP icon
41
Popular Inc
BPOP
$7.7B
$678K 0.23%
6,148
INTU icon
42
Intuit
INTU
$185B
$666K 0.23%
845
+51
VTEB icon
43
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
$662K 0.23%
13,507
+2,438
ISRG icon
44
Intuitive Surgical
ISRG
$195B
$636K 0.22%
1,171
-14
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.34T
$611K 0.21%
3,467
+30
AVGO icon
46
Broadcom
AVGO
$1.62T
$485K 0.17%
1,760
+95
XOM icon
47
Exxon Mobil
XOM
$503B
$475K 0.16%
4,407
-55
CRM icon
48
Salesforce
CRM
$232B
$445K 0.15%
1,633
-29
AMD icon
49
Advanced Micro Devices
AMD
$402B
$432K 0.15%
3,047
-103
ZTS icon
50
Zoetis
ZTS
$53.2B
$386K 0.13%
2,476
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