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
$190M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$614K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$560K
5
BND icon
Vanguard Total Bond Market
BND
+$555K

Top Sells

1
+$1.15M
2
+$435K
3
+$64.6K
4
META icon
Meta Platforms (Facebook)
META
+$40.7K
5
SBBP
Strongbridge Biopharma plc.
SBBP
+$33K

Sector Composition

1 Technology 2.93%
2 Healthcare 2.09%
3 Financials 1.41%
4 Communication Services 0.77%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.11%
+1,789
77
$207K 0.11%
+1,203
78
$202K 0.11%
+9,157
79
$156K 0.08%
+10,513
80
$135K 0.07%
17,268
+976
81
$37K 0.02%
+12,544
82
– –
-10,692
83
– –
-16,000
1 2 3
4