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
$317M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$1.16M
3 +$958K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$883K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$732K

Top Sells

1 +$232K
2 +$224K
3 +$212K
4
DKNG icon
DraftKings
DKNG
+$126K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$101K

Sector Composition

1 Technology 3.97%
2 Financials 1.78%
3 Consumer Discretionary 1.48%
4 Communication Services 1.25%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAC icon
51
Bank of America
BAC
$376B
$383K 0.12%
7,424
+6
CRM icon
52
Salesforce
CRM
$231B
$383K 0.12%
1,614
-19
SPDW icon
53
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$373K 0.12%
8,709
ZTS icon
54
Zoetis
ZTS
$63.8B
$362K 0.11%
2,476
EXC icon
55
Exelon
EXC
$48.3B
$354K 0.11%
7,872
IVW icon
56
iShares S&P 500 Growth ETF
IVW
$65.8B
$351K 0.11%
2,906
-312
IVE icon
57
iShares S&P 500 Value ETF
IVE
$41.7B
$349K 0.11%
1,691
+396
AXP icon
58
American Express
AXP
$241B
$339K 0.11%
1,020
-24
DHR icon
59
Danaher
DHR
$150B
$322K 0.1%
1,624
-4
MPC icon
60
Marathon Petroleum
MPC
$56.1B
$308K 0.1%
1,598
ORCL icon
61
Oracle
ORCL
$830B
$304K 0.1%
1,081
+22
PM icon
62
Philip Morris
PM
$246B
$301K 0.09%
1,853
-15
T icon
63
AT&T
T
$188B
$298K 0.09%
10,557
+16
BTC
64
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$292K 0.09%
5,767
+2
UBER icon
65
Uber
UBER
$192B
$287K 0.09%
2,932
+1
AZN icon
66
AstraZeneca
AZN
$263B
$286K 0.09%
3,731
+53
WFC icon
67
Wells Fargo
WFC
$262B
$278K 0.09%
3,313
-15
ADI icon
68
Analog Devices
ADI
$119B
$277K 0.09%
1,126
HYMB icon
69
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$276K 0.09%
11,086
+858
ADBE icon
70
Adobe
ADBE
$140B
$275K 0.09%
781
DXCM icon
71
DexCom
DXCM
$26.1B
$272K 0.09%
4,048
AMP icon
72
Ameriprise Financial
AMP
$44.3B
$272K 0.09%
553
IBM icon
73
IBM
IBM
$262B
$264K 0.08%
937
-11
GILD icon
74
Gilead Sciences
GILD
$152B
$264K 0.08%
2,375
-76
SCHA icon
75
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$261K 0.08%
9,346
-587