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
$223M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.14M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.02M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$657K

Top Sells

1
+$2.23M
2
+$1.78M
3
+$1.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.08M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$758K

Sector Composition

1 Technology 3.19%
2 Healthcare 1.82%
3 Financials 1.26%
4 Communication Services 0.88%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.22%
4,861
+694
52
$481K 0.22%
3,262
-1,055
53
$473K 0.21%
2,398
54
$465K 0.21%
4,162
55
$462K 0.21%
1,306
-329
56
$442K 0.2%
2,600
-81
57
$427K 0.19%
812
+20
58
$423K 0.19%
19,950
+924
59
$420K 0.19%
5,492
-4,688
60
$410K 0.18%
2,932
+342
61
$402K 0.18%
1,193
+21
62
$394K 0.18%
7,944
+96
63
$393K 0.18%
5,266
-4,487
64
$367K 0.16%
1,585
-247
65
$362K 0.16%
1,374
-55
66
$352K 0.16%
2,243
-151
67
$344K 0.15%
6,940
-60
68
$334K 0.15%
3,068
-51
69
$312K 0.14%
+2,672
70
$294K 0.13%
2,419
-12
71
$284K 0.13%
+7,903
72
$266K 0.12%
+6,000
73
$261K 0.12%
+7,665
74
$252K 0.11%
7,475
-175
75
$251K 0.11%
660
-1
1 2
3
4