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
$176M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$590K
3
+$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$440K
5
BND icon
Vanguard Total Bond Market
BND
+$377K

Top Sells

1
+$209K
2
+$79.4K
3
+$70.2K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$23.9K

Sector Composition

1 Technology 2.61%
2 Healthcare 1.87%
3 Financials 1.59%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.24%
1,917
+95
52
$419K 0.24%
15,723
+41
53
$379K 0.21%
843
+2
54
$363K 0.21%
930
+55
55
$357K 0.2%
1,051
+8
56
$346K 0.2%
1,154
+1
57
$346K 0.2%
2,116
+134
58
$315K 0.18%
+2,379
59
$314K 0.18%
1,184
+2
60
$310K 0.18%
938
61
$297K 0.17%
4,017
+12
62
$271K 0.15%
7,398
+118
63
$262K 0.15%
1,960
+40
64
$257K 0.15%
1,999
-43
65
$249K 0.14%
435
-26
66
$245K 0.14%
3,246
+73
67
$245K 0.14%
686
+61
68
$243K 0.14%
5,727
+50
69
$220K 0.12%
+1,945
70
$219K 0.12%
+2,115
71
$217K 0.12%
+896
72
$213K 0.12%
+4,960
73
$206K 0.12%
11,727
+52
74
$128K 0.07%
16,292
+527
75
$33K 0.02%
16,000
1 2
3
4