VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
+5.94%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+8.7%)
Cap. Flow
+$4.55M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
67.46%
Holding
73
New
2
Increased
32
Reduced
24
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$885K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$765K |
| 3 |
Vanguard Value ETF
VTV
|
$731K |
| 4 |
Vanguard Growth ETF
VUG
|
$718K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$566K |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$592K |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$377K |
| 3 |
Hartford Financial Services
HIG
|
$234K |
| 4 |
Intel
INTC
|
$202K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$124K |
Sector Composition
| 1 | Technology | 2.69% |
| 2 | Financials | 1.67% |
| 3 | Healthcare | 1.39% |
| 4 | Communication Services | 0.79% |
| 5 | Consumer Discretionary | 0.58% |
