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
$244M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.29M
3
+$970K
4
BND icon
Vanguard Total Bond Market
BND
+$937K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$588K

Top Sells

1
+$1.27M
2
+$553K
3
+$377K
4
SMLR icon
Semler Scientific
SMLR
+$266K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$260K

Sector Composition

1 Technology 3.37%
2 Healthcare 1.76%
3 Financials 1.36%
4 Consumer Discretionary 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.12%
655
-5
77
$285K 0.12%
+1,620
78
$284K 0.12%
7,490
+15
79
$263K 0.11%
338
-15
80
$251K 0.1%
432
+8
81
$240K 0.1%
3,536
+47
82
$237K 0.1%
+710
83
$235K 0.1%
10,770
-1,991
84
$230K 0.09%
5,481
-3
85
$227K 0.09%
+2,691
86
$224K 0.09%
4,406
87
$223K 0.09%
1,222
88
$220K 0.09%
1,111
-18
89
$219K 0.09%
+520
90
$215K 0.09%
+868
91
$210K 0.09%
374
92
$210K 0.09%
+1,098
93
$208K 0.09%
+1,526
94
$200K 0.08%
+3,503
95
$181K 0.07%
11,500
96
$31.3K 0.01%
14,163
+1,619
97
– –
-10,513
98
– –
-6,000
1 2 3
4