VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
+7.7%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+8.3%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
68.44%
Holding
74
New
3
Increased
28
Reduced
34
Closed
3
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.08M |
| 2 |
Vanguard Growth ETF
VUG
|
$744K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$616K |
| 4 |
Invesco QQQ Trust
QQQ
|
$603K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$370K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$755K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$754K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$230K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$229K |
| 5 |
Semler Scientific
SMLR
|
$225K |
Sector Composition
| 1 | Healthcare | 2.04% |
| 2 | Technology | 1.84% |
| 3 | Financials | 1.15% |
| 4 | Consumer Staples | 0.58% |
| 5 | Communication Services | 0.31% |
