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
$244M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.29M
3
+$970K
4
BND icon
Vanguard Total Bond Market
BND
+$937K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$588K

Top Sells

1
+$1.27M
2
+$553K
3
+$377K
4
SMLR icon
Semler Scientific
SMLR
+$266K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$260K

Sector Composition

1 Technology 3.37%
2 Healthcare 1.76%
3 Financials 1.36%
4 Consumer Discretionary 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 13.96%
1,646,460
+20,958
2
$30.6M 12.55%
610,502
+25,683
3
$19.2M 7.89%
118,164
+857
4
$18.9M 7.75%
54,978
-639
5
$13.8M 5.63%
189,329
+12,903
6
$11.7M 4.79%
157,449
-3,269
7
$10.1M 4.13%
93,712
+16,496
8
$7.63M 3.13%
182,685
+11,738
9
$7.12M 2.92%
289,042
+15,208
10
$6.52M 2.67%
281,248
-676
11
$5.58M 2.29%
83,165
+8,637
12
$5.27M 2.16%
147,557
+27,155
13
$4.54M 1.86%
86,967
+11,256
14
$4.52M 1.85%
87,519
+2,681
15
$4.27M 1.75%
22,270
+280
16
$4.27M 1.75%
16,363
+270
17
$3.77M 1.54%
153,758
+12,290
18
$3.44M 1.41%
135,726
+948
19
$3.42M 1.4%
53,523
+8,508
20
$2.54M 1.04%
15,005
+2,712
21
$2.1M 0.86%
43,749
+3,617
22
$1.99M 0.82%
4,142
+54
23
$1.79M 0.73%
10,439
-2
24
$1.78M 0.73%
4,221
-18
25
$1.57M 0.64%
79,413
+16,699
1
2 3 4