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
$261M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.69M
3
+$3.42M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M

Top Sells

1
+$9.3M
2
+$6.44M
3
+$2.04M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.02M

Sector Composition

1 Technology 3.78%
2 Financials 1.63%
3 Consumer Discretionary 1.55%
4 Healthcare 1.43%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.15%
2,465
+68
52
$387K 0.15%
3,202
-6
53
$385K 0.15%
1,678
+26
54
$355K 0.14%
1,532
+311
55
$324K 0.12%
7,378
-68
56
$324K 0.12%
+6,000
57
$317K 0.12%
595
-44
58
$316K 0.12%
2,415
59
$313K 0.12%
4,023
+19
60
$306K 0.12%
8,962
-68
61
$297K 0.11%
10,770
62
$296K 0.11%
7,872
63
$290K 0.11%
1,467
-52
64
$288K 0.11%
2,840
-30
65
$281K 0.11%
2,827
-189
66
$274K 0.1%
2,147
67
$264K 0.1%
+678
68
$253K 0.1%
328
+5
69
$252K 0.1%
1,416
-59
70
$240K 0.09%
1,131
71
$239K 0.09%
1,222
72
$239K 0.09%
1,088
-4
73
$238K 0.09%
1,975
+7
74
$237K 0.09%
522
+3
75
$230K 0.09%
3,503
+157
1 2
3
4