VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
-6.01%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-5.1%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
9.91%
Top 10 Holdings %
Top 10 Hldgs %
67.92%
Holding
86
New
5
Increased
40
Reduced
32
Closed
5
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$11.3M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.05M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.71M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.11M |
| 5 |
Vanguard Total Bond Market
BND
|
$683K |
Top Sells
Sector Composition
| 1 | Technology | 3.16% |
| 2 | Healthcare | 2.24% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 0.8% |
| 5 | Consumer Staples | 0.59% |
