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
$291M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.72M
3
+$1.57M
4
VTV icon
Vanguard Value ETF
VTV
+$999K
5
BND icon
Vanguard Total Bond Market
BND
+$797K

Top Sells

1
+$379K
2
+$217K
3
+$212K
4
UNH icon
UnitedHealth
UNH
+$203K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$201K

Sector Composition

1 Technology 4.04%
2 Financials 1.73%
3 Consumer Discretionary 1.58%
4 Healthcare 1.09%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$66.2B
$354K 0.12%
3,218
DXCM icon
52
DexCom
DXCM
$22.6B
$353K 0.12%
4,048
+25
SPDW icon
53
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$353K 0.12%
8,709
-253
BAC icon
54
Bank of America
BAC
$384B
$351K 0.12%
7,418
-993
EXC icon
55
Exelon
EXC
$46.3B
$342K 0.12%
7,872
-500
PM icon
56
Philip Morris
PM
$242B
$340K 0.12%
1,868
-50
TSM icon
57
TSMC
TSM
$1.48T
$334K 0.11%
1,474
+16
AXP icon
58
American Express
AXP
$246B
$333K 0.11%
1,044
+291
DHR icon
59
Danaher
DHR
$156B
$322K 0.11%
1,628
+27
T icon
60
AT&T
T
$181B
$305K 0.1%
10,541
+405
ADBE icon
61
Adobe
ADBE
$139B
$302K 0.1%
781
-41
AMP icon
62
Ameriprise Financial
AMP
$42.6B
$295K 0.1%
553
-31
IBM icon
63
IBM
IBM
$286B
$279K 0.1%
948
-143
BTC
64
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$275K 0.09%
5,765
+4
UBER icon
65
Uber
UBER
$190B
$273K 0.09%
2,931
-4
GILD icon
66
Gilead Sciences
GILD
$155B
$272K 0.09%
2,451
-50
ADI icon
67
Analog Devices
ADI
$116B
$268K 0.09%
1,126
-9
WFC icon
68
Wells Fargo
WFC
$267B
$267K 0.09%
3,328
+310
MPC icon
69
Marathon Petroleum
MPC
$60.1B
$265K 0.09%
1,598
-5
SLM icon
70
SLM Corp
SLM
$5.6B
$263K 0.09%
8,035
AZN icon
71
AstraZeneca
AZN
$276B
$257K 0.09%
3,678
-154
HYMB icon
72
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$253K 0.09%
10,228
+1,229
IVE icon
73
iShares S&P 500 Value ETF
IVE
$42.4B
$253K 0.09%
1,295
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$251K 0.09%
9,933
-2,319
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.1T
$249K 0.09%
512
-10
1 2
3
4