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
$326M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$405K
3 +$388K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$376K
5
DKNG icon
DraftKings
DKNG
+$289K

Top Sells

1 +$496K
2 +$304K
3 +$298K
4
SAP icon
SAP
SAP
+$206K
5
VZ icon
Verizon
VZ
+$204K

Sector Composition

1 Technology 3.85%
2 Financials 1.91%
3 Consumer Discretionary 1.51%
4 Communication Services 1.28%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MPC icon
76
Marathon Petroleum
MPC
$65.8B
$260K 0.08%
1,598
CSCO icon
77
Cisco
CSCO
$329B
$253K 0.08%
3,287
+67
TMO icon
78
Thermo Fisher Scientific
TMO
$186B
$246K 0.08%
424
CAT icon
79
Caterpillar
CAT
$366B
$241K 0.07%
421
-26
UBER icon
80
Uber
UBER
$146B
$240K 0.07%
2,932
C icon
81
Citigroup
C
$214B
$239K 0.07%
2,048
EFAV icon
82
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$236K 0.07%
2,739
ACWV icon
83
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$235K 0.07%
1,983
BTC
84
Grayscale Bitcoin Mini Trust ETF
BTC
$3.15B
$223K 0.07%
5,767
HD icon
85
Home Depot
HD
$338B
$221K 0.07%
643
GE icon
86
GE Aerospace
GE
$327B
$216K 0.07%
700
-4
KR icon
87
Kroger
KR
$43.1B
$215K 0.07%
3,449
-13
CVX icon
88
Chevron
CVX
$379B
$215K 0.07%
+1,409
KBDC
89
Kayne Anderson BDC
KBDC
$936M
$213K 0.07%
14,901
AMAT icon
90
Applied Materials
AMAT
$316B
$211K 0.06%
+820
GS icon
91
Goldman Sachs
GS
$267B
$207K 0.06%
+235
BCS icon
92
Barclays
BCS
$80.1B
$204K 0.06%
+8,026
ABBV icon
93
AbbVie
ABBV
$376B
$200K 0.06%
+876
ET icon
94
Energy Transfer Partners
ET
$65.7B
$190K 0.06%
11,500
XERS icon
95
Xeris Biopharma Holdings
XERS
$1.04B
-14,163
VZ icon
96
Verizon
VZ
$200B
-4,634
T icon
97
AT&T
T
$187B
-10,557
SAP icon
98
SAP
SAP
$192B
-771
ORCL icon
99
Oracle
ORCL
$396B
-1,081