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
$247M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.14M
4
BND icon
Vanguard Total Bond Market
BND
+$735K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$296K

Top Sells

1
+$2.58M
2
+$1.12M
3
+$589K
4
VTV icon
Vanguard Value ETF
VTV
+$486K
5
IBM icon
IBM
IBM
+$210K

Sector Composition

1 Technology 3.62%
2 Healthcare 1.81%
3 Financials 1.31%
4 Communication Services 1.02%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.21%
1,189
+4
52
$529K 0.21%
3,259
-14
53
$525K 0.21%
7,798
-130
54
$522K 0.21%
795
55
$494K 0.2%
4,162
56
$492K 0.2%
10,837
-1,250
57
$454K 0.18%
4,004
58
$417K 0.17%
819
+27
59
$416K 0.17%
2,398
60
$413K 0.17%
3,946
-771
61
$405K 0.16%
19,267
-2,288
62
$405K 0.16%
1,622
+21
63
$376K 0.15%
14,768
-370
64
$375K 0.15%
3,028
-54
65
$355K 0.14%
1,381
+7
66
$334K 0.14%
2,415
67
$331K 0.13%
1,401
-33
68
$322K 0.13%
2,202
-83
69
$317K 0.13%
9,030
70
$306K 0.12%
1,405
-500
71
$304K 0.12%
336
-2
72
$301K 0.12%
1,519
-101
73
$299K 0.12%
7,528
+38
74
$280K 0.11%
1,614
+7
75
$276K 0.11%
3,690
-761
1 2
3
4