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
$267M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.9M
3
+$12.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.15M

Top Sells

1
+$23.7M
2
+$17.6M
3
+$5.42M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.81M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.17M

Sector Composition

1 Technology 3.68%
2 Healthcare 1.58%
3 Financials 1.31%
4 Consumer Discretionary 1.01%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.1%
1,131
+14
77
$259K 0.1%
1,590
-24
78
$246K 0.09%
10,770
79
$242K 0.09%
1,222
80
$241K 0.09%
+1,092
81
$239K 0.09%
+1,968
82
$239K 0.09%
519
-1
83
$238K 0.09%
5,304
-166
84
$212K 0.08%
8,005
-23,850
85
$211K 0.08%
+2,748
86
$211K 0.08%
+1,221
87
$208K 0.08%
868
88
$208K 0.08%
374
89
$207K 0.08%
+1,543
90
$203K 0.08%
+3,535
91
$202K 0.08%
+882
92
$200K 0.08%
1,235
-967
93
$185K 0.07%
11,500
94
$40.4K 0.02%
14,163
95
– –
-3,690
96
– –
-19,267
97
– –
-3,629
98
– –
-7,650
99
– –
-6,131
100
– –
-2,873
1 2 3
4
5