VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
-6.31%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(-3.9%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
68.64%
Holding
76
New
3
Increased
31
Reduced
26
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.36M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$616K |
| 3 |
Vanguard Growth ETF
VUG
|
$413K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$287K |
| 5 |
Vanguard Total Bond Market
BND
|
$256K |
Top Sells
| 1 |
ANSS
Ansys
ANSS
|
$353K |
| 2 |
Salesforce
CRM
|
$234K |
| 3 |
Verizon
VZ
|
$212K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$205K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$201K |
Sector Composition
| 1 | Healthcare | 2.21% |
| 2 | Technology | 1.96% |
| 3 | Financials | 0.98% |
| 4 | Consumer Staples | 0.57% |
| 5 | Communication Services | 0.51% |