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
$172M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$765K
3
+$731K
4
VUG icon
Vanguard Growth ETF
VUG
+$718K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$566K

Top Sells

1
+$592K
2
+$377K
3
+$234K
4
INTC icon
Intel
INTC
+$202K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$124K

Sector Composition

1 Technology 2.69%
2 Financials 1.67%
3 Healthcare 1.39%
4 Communication Services 0.79%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.23%
796
52
$367K 0.21%
1,153
53
$363K 0.21%
1,043
+1
54
$350K 0.2%
875
-10
55
$333K 0.19%
841
56
$325K 0.19%
1,331
-2
57
$319K 0.19%
1,182
58
$308K 0.18%
1,982
-98
59
$299K 0.17%
938
60
$291K 0.17%
2,042
-173
61
$291K 0.17%
4,005
+682
62
$249K 0.14%
7,280
63
$244K 0.14%
11,675
+148
64
$240K 0.14%
3,173
-118
65
$234K 0.14%
5,677
-878
66
$234K 0.14%
1,920
-20
67
$233K 0.14%
461
-16
68
$222K 0.13%
625
69
$209K 0.12%
+445
70
$127K 0.07%
15,765
+58
71
$48K 0.03%
+16,000
72
– –
-3,504
73
– –
-3,159
1 2
3