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
$212M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.23M
3
+$1.75M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.69M
5
BND icon
Vanguard Total Bond Market
BND
+$1.64M

Top Sells

1
+$501K
2
+$485K
3
+$473K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$426K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$360K

Sector Composition

1 Technology 3.2%
2 Healthcare 1.77%
3 Financials 1.17%
4 Communication Services 0.72%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.1%
+4,406
77
$220K 0.1%
7,660
+25
78
$218K 0.1%
1,618
-28
79
$216K 0.1%
+3,012
80
$215K 0.1%
1,106
-159
81
$209K 0.1%
12,784
+14
82
$203K 0.1%
+2,213
83
$113K 0.05%
14,483
-3
84
$73.3K 0.03%
10,513
85
$32.9K 0.02%
12,544
86
$28.3K 0.01%
12,866
-882
87
– –
-1,662
88
– –
-5,024
1 2 3
4