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
$257M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$742K
3
+$614K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$432K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$424K

Top Sells

1
+$974K
2
+$618K
3
+$585K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$525K
5
KMB icon
Kimberly-Clark
KMB
+$316K

Sector Composition

1 Technology 3.58%
2 Financials 1.7%
3 Healthcare 1.41%
4 Consumer Discretionary 1.31%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.13%
1,601
-77
52
$326K 0.13%
8,962
53
$324K 0.13%
3,150
-52
54
$315K 0.12%
822
-493
55
$304K 0.12%
1,918
-57
56
$299K 0.12%
3,218
+378
57
$287K 0.11%
12,252
-5,450
58
$287K 0.11%
10,136
+747
59
$283K 0.11%
584
-11
60
$282K 0.11%
3,832
+329
61
$280K 0.11%
+2,501
62
$279K 0.11%
1,665
+133
63
$278K 0.11%
522
64
$275K 0.11%
4,023
65
$271K 0.11%
1,091
+3
66
$263K 0.1%
318
-10
67
$253K 0.1%
5,588
+571
68
$247K 0.1%
+1,295
69
$246K 0.1%
671
-7
70
$242K 0.09%
1,458
-9
71
$242K 0.09%
2,694
-133
72
$241K 0.09%
+1,454
73
$238K 0.09%
1,543
74
$236K 0.09%
8,035
-2,735
75
$236K 0.09%
3,481
-5
1 2
3
4