VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
-0.59%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(-2%)
Cap. Flow
+$44.6M
Cap. Flow
% of AUM
17.09%
Top 10 Holdings %
Top 10 Hldgs %
70.91%
Holding
99
New
5
Increased
41
Reduced
34
Closed
8
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.24M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.69M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$3.42M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.59M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.57M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$9.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.44M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.04M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.02M |
Sector Composition
| 1 | Technology | 3.78% |
| 2 | Financials | 1.63% |
| 3 | Consumer Discretionary | 1.55% |
| 4 | Healthcare | 1.43% |
| 5 | Communication Services | 1.1% |
