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
$247M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.14M
4
BND icon
Vanguard Total Bond Market
BND
+$735K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$296K

Top Sells

1
+$2.58M
2
+$1.12M
3
+$589K
4
VTV icon
Vanguard Value ETF
VTV
+$486K
5
IBM icon
IBM
IBM
+$210K

Sector Composition

1 Technology 3.62%
2 Healthcare 1.81%
3 Financials 1.31%
4 Communication Services 1.02%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.11%
642
-13
77
$274K 0.11%
1,595
+10
78
$272K 0.11%
7,872
-31
79
$265K 0.11%
3,395
-141
80
$263K 0.11%
1,516
-10
81
$257K 0.1%
2,782
+91
82
$255K 0.1%
3,629
-669
83
$255K 0.1%
1,117
+6
84
$241K 0.1%
435
+3
85
$234K 0.09%
868
86
$229K 0.09%
712
+2
87
$226K 0.09%
5,470
-11
88
$224K 0.09%
10,770
89
$223K 0.09%
1,222
90
$221K 0.09%
4,406
91
$212K 0.09%
520
92
$211K 0.09%
374
93
$207K 0.08%
+2,873
94
$206K 0.08%
+6,000
95
$187K 0.08%
11,500
96
$31.9K 0.01%
14,163
97
– –
-1,098
98
– –
-3,503
1 2 3
4