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
$163M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.25M
3
+$905K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$607K

Top Sells

1
+$313K
2
+$262K
3
+$247K
4
JPM icon
JPMorgan Chase
JPM
+$236K
5
TSM icon
TSMC
TSM
+$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
76
– –
-1,730
77
– –
-944
78
– –
-2,705
79
– –
-2,225
80
– –
-1,680
81
– –
-3,010
82
– –
-6,000
83
– –
-3,211
84
– –
-446
85
– –
-2,684
1 2 3
4