VC
Veery Capital Portfolio holdings
AUM
$291M
This Quarter Return
+1.43%
1 Year Return
+13.51%
3 Year Return
+45.5%
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+1.2%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
64.44%
Holding
98
New
2
Increased
38
Reduced
39
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.32M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.31M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$1.14M |
| 4 |
NVIDIA
NVDA
|
$824K |
| 5 |
Vanguard Total Bond Market
BND
|
$735K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$2.58M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.12M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$589K |
| 4 |
Vanguard Value ETF
VTV
|
$486K |
| 5 |
IBM
IBM
|
$210K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Healthcare | 1.81% |
| 3 | Financials | 1.31% |
| 4 | Communication Services | 1.02% |
| 5 | Consumer Discretionary | 0.99% |
