VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$405K
3
+$388K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$376K
5
DKNG icon
DraftKings
DKNG
+$289K

Top Sells

1
+$496K
2
+$304K
3
+$298K
4
SAP icon
SAP
SAP
+$206K
5
VZ icon
Verizon
VZ
+$204K

Sector Composition

1 Technology 3.85%
2 Financials 1.91%
3 Consumer Discretionary 1.51%
4 Communication Services 1.28%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.51T
$1.5M 0.46%
6,492
-98
TSLA icon
27
Tesla
TSLA
$1.3T
$1.49M 0.46%
3,318
+30
IWN icon
28
iShares Russell 2000 Value ETF
IWN
$13B
$1.4M 0.43%
7,736
+80
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.85T
$1.37M 0.42%
4,387
+214
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$64.2B
$1.35M 0.41%
50,193
-533
IWO icon
31
iShares Russell 2000 Growth ETF
IWO
$12.9B
$1.31M 0.4%
4,051
+31
SCHO icon
32
Schwab Short-Term US Treasury ETF
SCHO
$12B
$1.21M 0.37%
49,835
-2,389
APH icon
33
Amphenol
APH
$169B
$1M 0.31%
7,432
-115
CEG icon
34
Constellation Energy
CEG
$102B
$1M 0.31%
2,838
+6
VWO icon
35
Vanguard FTSE Emerging Markets ETF
VWO
$115B
$998K 0.31%
18,568
+179
JPM icon
36
JPMorgan Chase
JPM
$832B
$889K 0.27%
2,759
COST icon
37
Costco
COST
$458B
$824K 0.25%
956
MA icon
38
Mastercard
MA
$449B
$806K 0.25%
1,412
-2
V icon
39
Visa
V
$593B
$773K 0.24%
2,203
BPOP icon
40
Popular Inc
BPOP
$9.54B
$773K 0.24%
6,204
+38
META icon
41
Meta Platforms (Facebook)
META
$1.59T
$769K 0.24%
1,166
-27
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42B
$732K 0.22%
14,550
+173
USMV icon
43
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$709K 0.22%
7,534
ISRG icon
44
Intuitive Surgical
ISRG
$162B
$662K 0.2%
1,168
-3
AVGO icon
45
Broadcom
AVGO
$1.68T
$616K 0.19%
1,779
+7
XOM icon
46
Exxon Mobil
XOM
$646B
$586K 0.18%
4,867
+714
AMD icon
47
Advanced Micro Devices
AMD
$386B
$577K 0.18%
2,695
-352
INTU icon
48
Intuit
INTU
$100B
$562K 0.17%
848
+3
SLM icon
49
SLM Corp
SLM
$4.25B
$478K 0.15%
17,677
TSM icon
50
TSMC
TSM
$1.9T
$434K 0.13%
1,429
-6
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