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
$169M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$744K
3
+$616K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$603K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$370K

Top Sells

1
+$755K
2
+$754K
3
+$230K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$229K
5
SMLR icon
Semler Scientific
SMLR
+$225K

Sector Composition

1 Healthcare 2.04%
2 Technology 1.84%
3 Financials 1.15%
4 Consumer Staples 0.58%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$324K 0.19%
1,221
-33
52
$314K 0.19%
2,848
+373
53
$296K 0.17%
760
-31
54
$286K 0.17%
1,154
+3
55
$282K 0.17%
2,543
-51
56
$281K 0.17%
7,386
57
$277K 0.16%
13,454
-1,581
58
$272K 0.16%
1,684
+63
59
$263K 0.16%
14,080
-2,874
60
$255K 0.15%
+1,902
61
$254K 0.15%
4,951
-49
62
$250K 0.15%
1,180
-3
63
$248K 0.15%
885
-52
64
$232K 0.14%
422
+1
65
$232K 0.14%
2,147
+15
66
$201K 0.12%
+6,060
67
$182K 0.11%
10,984
-78
68
$90.8K 0.05%
14,477
-256
69
$45.3K 0.03%
10,513
70
$30.3K 0.02%
13,787
+2,346
71
$16.7K 0.01%
12,544
72
– –
-2,401
73
– –
-2,339
74
– –
-6,000
1 2
3