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
$190M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$614K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$560K
5
BND icon
Vanguard Total Bond Market
BND
+$555K

Top Sells

1
+$1.15M
2
+$435K
3
+$64.6K
4
META icon
Meta Platforms (Facebook)
META
+$40.7K
5
SBBP
Strongbridge Biopharma plc.
SBBP
+$33K

Sector Composition

1 Technology 2.93%
2 Healthcare 2.09%
3 Financials 1.41%
4 Communication Services 0.77%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.22%
1,154
52
$421K 0.22%
15,992
+269
53
$416K 0.22%
1,919
+2
54
$367K 0.19%
1,443
-254
55
$365K 0.19%
938
56
$346K 0.18%
1,184
57
$340K 0.18%
2,379
58
$337K 0.18%
4,029
+12
59
$334K 0.18%
2,106
-10
60
$324K 0.17%
7,398
61
$313K 0.16%
930
-121
62
$298K 0.16%
2,060
+100
63
$297K 0.16%
5,034
+74
64
$290K 0.15%
1,846
-153
65
$290K 0.15%
435
66
$279K 0.15%
702
+16
67
$253K 0.13%
5,679
-48
68
$252K 0.13%
1,945
69
$248K 0.13%
3,231
-15
70
$237K 0.12%
2,115
71
$230K 0.12%
11,675
-52
72
$228K 0.12%
889
-7
73
$226K 0.12%
2,473
-4,763
74
$219K 0.12%
+445
75
$217K 0.11%
+1,599
1 2
3
4