VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.39M
3
+$987K
4
VTV icon
Vanguard Value ETF
VTV
+$827K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$647K

Top Sells

1
+$313K
2
+$265K
3
+$247K
4
JPM icon
JPMorgan Chase
JPM
+$236K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$232K

Sector Composition

1 Technology 2.36%
2 Healthcare 2.11%
3 Financials 0.9%
4 Communication Services 0.7%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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82
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83
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84
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85
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-2,684
1 2 3
4