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
$176M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$590K
3 +$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$440K
5
BND icon
Vanguard Total Bond Market
BND
+$377K

Top Sells

1 +$209K
2 +$79.4K
3 +$70.2K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$23.9K

Sector Composition

1 Technology 2.61%
2 Healthcare 1.87%
3 Financials 1.59%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-445