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
$257M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$742K
3
+$614K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$432K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$424K

Top Sells

1
+$974K
2
+$618K
3
+$585K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$525K
5
KMB icon
Kimberly-Clark
KMB
+$316K

Sector Composition

1 Technology 3.58%
2 Financials 1.7%
3 Healthcare 1.41%
4 Consumer Discretionary 1.31%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.09%
1,603
-3
77
$229K 0.09%
1,135
+4
78
$227K 0.09%
8,999
+38
79
$221K 0.09%
+374
80
$220K 0.09%
818
-38
81
$219K 0.09%
1,886
82
$217K 0.08%
6,000
83
$217K 0.08%
3,018
-12
84
$214K 0.08%
+2,745
85
$214K 0.08%
+2,935
86
$214K 0.08%
11,500
87
$212K 0.08%
426
88
$210K 0.08%
+5,761
89
$203K 0.08%
387
-442
90
$203K 0.08%
753
+63
91
$201K 0.08%
2,223
-125
92
$77.8K 0.03%
14,163
93
– –
-2,147
94
– –
-1,222
95
– –
-2,415
96
– –
-5,751
97
– –
-1,345
98
– –
-1,416
1 2 3
4