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
$187M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.01M
3
+$974K
4
BND icon
Vanguard Total Bond Market
BND
+$867K
5
AMD icon
Advanced Micro Devices
AMD
+$660K

Top Sells

1
+$1.07M
2
+$622K
3
+$476K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$347K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$306K

Sector Composition

1 Technology 2.99%
2 Healthcare 1.89%
3 Financials 1.2%
4 Communication Services 0.63%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.11%
+782
77
$205K 0.11%
5,024
+73
78
$158K 0.08%
12,770
+1,786
79
$115K 0.06%
14,486
+9
80
$55K 0.03%
10,513
81
$31.9K 0.02%
13,748
-39
82
$20.4K 0.01%
12,544
83
– –
-1,180
84
– –
-13,454
85
– –
-14,080
86
– –
-885
1 2 3
4