VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.15M
3
+$930K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$862K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$699K

Top Sells

1
+$232K
2
+$224K
3
+$212K
4
DKNG icon
DraftKings
DKNG
+$149K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$98.1K

Sector Composition

1 Technology 3.97%
2 Financials 1.78%
3 Consumer Discretionary 1.48%
4 Communication Services 1.25%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.08%
643
77
$254K 0.08%
505
-7
78
$245K 0.08%
1,323
-9
79
$238K 0.08%
1,983
+97
80
$237K 0.07%
310
81
$233K 0.07%
3,462
82
$233K 0.07%
2,263
-13
83
$232K 0.07%
2,739
-1
84
$220K 0.07%
3,220
-22
85
$218K 0.07%
2,598
+6
86
$213K 0.07%
+447
87
$212K 0.07%
704
-97
88
$208K 0.07%
+2,048
89
$206K 0.07%
771
90
$206K 0.06%
+424
91
$204K 0.06%
4,634
-72
92
$198K 0.06%
14,901
93
$197K 0.06%
11,500
94
$115K 0.04%
14,163
95
– –
-1,543
96
– –
-374
97
– –
-6,000
1 2 3
4