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
$223M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.14M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.02M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$657K

Top Sells

1
+$2.23M
2
+$1.78M
3
+$1.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.08M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$758K

Sector Composition

1 Technology 3.19%
2 Healthcare 1.82%
3 Financials 1.26%
4 Communication Services 0.88%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.11%
1,580
-40
77
$244K 0.11%
12,761
-9
78
$239K 0.11%
1,608
-53
79
$235K 0.11%
+3,489
80
$231K 0.1%
+1,426
81
$226K 0.1%
4,406
82
$225K 0.1%
424
-13
83
$224K 0.1%
+1,129
84
$208K 0.09%
+1,222
85
$207K 0.09%
+5,484
86
$206K 0.09%
+353
87
$204K 0.09%
+374
88
$159K 0.07%
+11,500
89
$52.4K 0.02%
10,513
90
$29.5K 0.01%
12,544
91
– –
-14,887
92
– –
-2,219
93
– –
-2,417
1 2 3
4