VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
+11.81%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.13%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$21.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$18.4M |
| 3 |
Vanguard Growth ETF
VUG
|
$12.7M |
| 4 |
Vanguard Value ETF
VTV
|
$12.1M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 1.58% |
| 3 | Healthcare | 1.45% |
| 4 | Communication Services | 0.69% |
| 5 | Consumer Discretionary | 0.59% |
