VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
+$1.79M
2
+$1.63M
3
+$1.49M
4
VTV icon
Vanguard Value ETF
VTV
+$954K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$377K
2
+$212K
3
+$203K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$201K
5
CEG icon
Constellation Energy
CEG
+$178K

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
51
$354K 0.12%
3,218
52
$353K 0.12%
4,048
+25
53
$353K 0.12%
8,709
-253
54
$351K 0.12%
7,418
-993
55
$342K 0.12%
7,872
-500
56
$340K 0.12%
1,868
-50
57
$334K 0.11%
1,474
+16
58
$333K 0.11%
1,044
+291
59
$322K 0.11%
1,628
+27
60
$305K 0.1%
10,541
+405
61
$302K 0.1%
781
-41
62
$295K 0.1%
553
-31
63
$279K 0.1%
948
-143
64
$275K 0.09%
5,765
+4
65
$273K 0.09%
2,931
-4
66
$272K 0.09%
2,451
-50
67
$268K 0.09%
1,126
-9
68
$267K 0.09%
3,328
+310
69
$265K 0.09%
1,598
-5
70
$263K 0.09%
8,035
71
$257K 0.09%
3,678
-154
72
$253K 0.09%
10,228
+1,229
73
$253K 0.09%
1,295
74
$251K 0.09%
9,933
-2,319
75
$249K 0.09%
512
-10
1 2
3
4