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
$244M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.29M
3
+$970K
4
BND icon
Vanguard Total Bond Market
BND
+$937K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$588K

Top Sells

1
+$1.27M
2
+$553K
3
+$377K
4
SMLR icon
Semler Scientific
SMLR
+$266K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$260K

Sector Composition

1 Technology 3.37%
2 Healthcare 1.76%
3 Financials 1.36%
4 Consumer Discretionary 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.22%
2,637
+37
52
$517K 0.21%
795
53
$504K 0.21%
4,162
54
$497K 0.2%
4,717
-1,578
55
$494K 0.2%
2,672
56
$473K 0.19%
1,185
-8
57
$457K 0.19%
7,928
-16
58
$456K 0.19%
21,555
+1,605
59
$439K 0.18%
2,911
-21
60
$436K 0.18%
1,905
-506
61
$414K 0.17%
1,374
62
$407K 0.17%
3,082
+14
63
$406K 0.17%
2,398
64
$400K 0.16%
1,601
+16
65
$392K 0.16%
792
-20
66
$389K 0.16%
15,138
-14,662
67
$361K 0.15%
2,285
+42
68
$336K 0.14%
4,451
-1,041
69
$324K 0.13%
1,607
-1
70
$324K 0.13%
9,030
+1,365
71
$312K 0.13%
2,415
-4
72
$311K 0.13%
4,298
-968
73
$297K 0.12%
7,903
74
$296K 0.12%
1,434
+8
75
$289K 0.12%
1,585
+5
1 2
3
4