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
$257M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$742K
3
+$614K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$432K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$424K

Top Sells

1
+$974K
2
+$618K
3
+$585K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$525K
5
KMB icon
Kimberly-Clark
KMB
+$316K

Sector Composition

1 Technology 3.58%
2 Financials 1.7%
3 Healthcare 1.41%
4 Consumer Discretionary 1.31%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 12.1%
1,242,387
-7,723
2
$27.7M 10.77%
1,041,330
+3,198
3
$24.1M 9.39%
350,384
+14,830
4
$21M 8.16%
121,480
+4,296
5
$19.8M 7.68%
53,266
+1,655
6
$17.8M 6.92%
242,039
+493
7
$11.6M 4.53%
215,710
+4,824
8
$11.5M 4.48%
109,205
+189
9
$11M 4.28%
145,436
-12,880
10
$9.15M 3.56%
49,143
+2,320
11
$9.05M 3.52%
35,958
+1,686
12
$6.1M 2.37%
119,981
-11,512
13
$5.41M 2.1%
105,703
+6,661
14
$4.26M 1.66%
87,309
+1,360
15
$2.61M 1.02%
11,762
+997
16
$2.33M 0.91%
99,692
+719
17
$2.19M 0.85%
43,916
-230
18
$2.06M 0.8%
4,001
-1,203
19
$1.98M 0.77%
82,803
-4,020
20
$1.91M 0.74%
29,679
-1,382
21
$1.77M 0.69%
4,709
+240
22
$1.37M 0.53%
2,921
+1
23
$1.27M 0.49%
38,140
+1,075
24
$1.23M 0.48%
6,453
+13
25
$1.22M 0.48%
50,170
+1,953
1
2 3 4