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
$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
CRM icon
51
Salesforce
CRM
$181B
$420K 0.13%
1,586
-28
BAC icon
52
Bank of America
BAC
$363B
$409K 0.13%
7,429
+5
IVW icon
53
iShares S&P 500 Growth ETF
IVW
$64.3B
$396K 0.12%
3,214
+308
IVE icon
54
iShares S&P 500 Value ETF
IVE
$50.2B
$391K 0.12%
1,844
+153
SPDW icon
55
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37.4B
$387K 0.12%
8,709
AXP icon
56
American Express
AXP
$214B
$377K 0.12%
1,019
-1
DHR icon
57
Danaher
DHR
$145B
$369K 0.11%
1,611
-13
SCHA icon
58
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$350K 0.11%
12,295
+2,949
AZN icon
59
AstraZeneca
AZN
$313B
$347K 0.11%
3,770
+39
EXC icon
60
Exelon
EXC
$50.4B
$343K 0.11%
7,872
HYMB icon
61
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$342K 0.11%
13,728
+2,642
LLY icon
62
Eli Lilly
LLY
$896B
$334K 0.1%
311
+1
WFC icon
63
Wells Fargo
WFC
$259B
$316K 0.1%
3,393
+80
ADI icon
64
Analog Devices
ADI
$167B
$305K 0.09%
1,126
ZTS icon
65
Zoetis
ZTS
$53.2B
$305K 0.09%
2,423
-53
JNJ icon
66
Johnson & Johnson
JNJ
$591B
$299K 0.09%
1,444
+121
GILD icon
67
Gilead Sciences
GILD
$184B
$297K 0.09%
2,421
+46
PM icon
68
Philip Morris
PM
$279B
$297K 0.09%
1,852
-1
WMT icon
69
Walmart Inc
WMT
$1.02T
$297K 0.09%
2,662
+399
MRK icon
70
Merck
MRK
$297B
$279K 0.09%
2,650
+52
IBM icon
71
IBM
IBM
$234B
$276K 0.08%
931
-6
ADBE icon
72
Adobe
ADBE
$112B
$274K 0.08%
782
+1
AMP icon
73
Ameriprise Financial
AMP
$42.8B
$271K 0.08%
553
DXCM icon
74
DexCom
DXCM
$28.1B
$269K 0.08%
4,048
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.05T
$262K 0.08%
521
+16
1 2
3
4