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
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$18.4M
3
+$12.7M
4
VTV icon
Vanguard Value ETF
VTV
+$12.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.73%
2 Financials 1.58%
3 Healthcare 1.45%
4 Communication Services 0.69%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.23%
+6,148
52
$325K 0.22%
+863
53
$320K 0.22%
+912
54
$317K 0.21%
+1,190
55
$316K 0.21%
+832
56
$309K 0.21%
+1,387
57
$292K 0.2%
+1,070
58
$287K 0.19%
+1,019
59
$265K 0.18%
+1,182
60
$247K 0.17%
+7,548
61
$245K 0.17%
+3,331
62
$239K 0.16%
+514
63
$219K 0.15%
+2,536
64
$205K 0.14%
+3,485
65
$201K 0.14%
+466
66
$134K 0.09%
+10,779
67
$95K 0.06%
+16,235
1 2
3