VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
-1.4%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(-1.6%)
Cap. Flow
+$971K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
71.87%
Holding
98
New
7
Increased
39
Reduced
34
Closed
6
Top Buys
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$1.02M |
| 2 |
Vanguard Value ETF
VTV
|
$742K |
| 3 |
Vanguard Growth ETF
VUG
|
$614K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$432K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$424K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$974K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$618K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$585K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$525K |
| 5 |
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% |
