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
$181M
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$683K
3
+$469K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$394K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K

Top Sells

1
+$868K
2
+$688K
3
+$614K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$235K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$212K

Sector Composition

1 Technology 3.16%
2 Healthcare 2.24%
3 Financials 1.39%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.21%
793
-2
52
$380K 0.21%
16,827
+835
53
$357K 0.2%
1,680
+237
54
$323K 0.18%
938
55
$313K 0.17%
1,149
-5
56
$313K 0.17%
2,705
+204
57
$298K 0.16%
16,240
+4,565
58
$297K 0.16%
1,183
-1
59
$292K 0.16%
2,369
-10
60
$285K 0.16%
786
+84
61
$283K 0.16%
3,707
-322
62
$282K 0.16%
1,742
+143
63
$279K 0.15%
5,388
+354
64
$278K 0.15%
7,372
-26
65
$247K 0.14%
6,000
+321
66
$246K 0.14%
416
-19
67
$237K 0.13%
2,115
68
$236K 0.13%
1,730
-376
69
$232K 0.13%
+2,830
70
$232K 0.13%
2,225
+436
71
$232K 0.13%
3,211
-20
72
$226K 0.13%
1,918
-27
73
$226K 0.13%
901
+12
74
$224K 0.12%
2,455
-18
75
$222K 0.12%
+2,684
1 2
3
4