VC

Veery Capital Portfolio holdings

AUM $317M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$590K
3
+$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$440K
5
BND icon
Vanguard Total Bond Market
BND
+$377K

Top Sells

1
+$209K
2
+$79.4K
3
+$70.2K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$23.9K

Sector Composition

1 Technology 2.61%
2 Healthcare 1.87%
3 Financials 1.59%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 13.9%
485,398
+6,695
2
$20.9M 11.85%
1,205,148
+25,356
3
$16.4M 9.31%
121,243
+7,686
4
$16.1M 9.12%
55,415
+968
5
$8.93M 5.06%
120,209
+7,793
6
$8.43M 4.78%
98,641
+4,413
7
$7.71M 4.37%
66,375
+5,076
8
$7M 3.97%
139,960
+4,370
9
$4.41M 2.5%
238,280
-4,288
10
$4.05M 2.3%
161,776
+4,104
11
$3.03M 1.72%
10,824
+461
12
$2.79M 1.58%
25,494
+1,083
13
$2.74M 1.55%
48,055
+738
14
$2.63M 1.49%
15,565
+948
15
$2.53M 1.43%
30,824
+527
16
$2.52M 1.43%
112,119
-759
17
$2.43M 1.38%
39,292
+2,816
18
$2.13M 1.21%
34,146
+3,291
19
$2.07M 1.18%
69,156
+694
20
$1.97M 1.12%
17,925
+1,230
21
$1.73M 0.98%
7,932
+45
22
$1.71M 0.97%
57,166
+3,531
23
$1.44M 0.82%
26,328
-260
24
$1.4M 0.8%
26,321
+714
25
$1.29M 0.73%
14,397
+387
1
2 3 4