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
$212M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.23M
3
+$1.75M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.69M
5
BND icon
Vanguard Total Bond Market
BND
+$1.64M

Top Sells

1
+$501K
2
+$485K
3
+$473K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$426K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$360K

Sector Composition

1 Technology 3.2%
2 Healthcare 1.77%
3 Financials 1.17%
4 Communication Services 0.72%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.21%
812
+19
52
$432K 0.2%
4,031
-184
53
$413K 0.19%
2,398
54
$401K 0.19%
1,172
-49
55
$388K 0.18%
2,666
+45
56
$388K 0.18%
14,590
+1,646
57
$387K 0.18%
2,341
+156
58
$380K 0.18%
790
+44
59
$377K 0.18%
17,939
+7,970
60
$375K 0.18%
1,762
+14
61
$372K 0.18%
6,148
62
$364K 0.17%
3,151
+99
63
$361K 0.17%
787
+27
64
$337K 0.16%
2,441
+9
65
$333K 0.16%
7,848
+462
66
$309K 0.15%
2,581
+164
67
$302K 0.14%
1,429
+95
68
$285K 0.13%
+10,765
69
$245K 0.12%
2,423
-33
70
$242K 0.11%
728
+9
71
$232K 0.11%
444
+23
72
$231K 0.11%
+5,470
73
$227K 0.11%
1,154
74
$224K 0.11%
739
-43
75
$222K 0.1%
+1,537
1 2
3
4