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
$267M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.9M
3
+$12.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.15M

Top Sells

1
+$23.7M
2
+$17.6M
3
+$5.42M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.81M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.17M

Sector Composition

1 Technology 3.68%
2 Healthcare 1.58%
3 Financials 1.31%
4 Consumer Discretionary 1.01%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.18%
819
52
$477K 0.18%
2,874
-103
53
$468K 0.18%
2,397
-1
54
$459K 0.17%
1,652
+30
55
$386K 0.14%
1,411
+30
56
$377K 0.14%
3,294
-652
57
$344K 0.13%
2,415
58
$342K 0.13%
3,016
-12
59
$342K 0.13%
1,307
-212
60
$339K 0.13%
9,030
61
$335K 0.13%
3,583
-2,576
62
$329K 0.12%
12,538
-2,230
63
$319K 0.12%
7,872
64
$300K 0.11%
639
-3
65
$295K 0.11%
7,446
-82
66
$291K 0.11%
1,475
-120
67
$286K 0.11%
323
-13
68
$277K 0.1%
1,369
-32
69
$275K 0.1%
2,147
-2,015
70
$275K 0.1%
2,870
+88
71
$269K 0.1%
435
72
$268K 0.1%
4,004
73
$266K 0.1%
654
-58
74
$264K 0.1%
1,519
+3
75
$261K 0.1%
3,346
-49
1 2
3
4 5