VC

Veery Capital Portfolio holdings

AUM $326M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.15M
3
+$930K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$862K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$699K

Top Sells

1
+$232K
2
+$224K
3
+$212K
4
DKNG icon
DraftKings
DKNG
+$149K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$98.1K

Sector Composition

1 Technology 3.97%
2 Financials 1.78%
3 Consumer Discretionary 1.48%
4 Communication Services 1.25%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.5M 13.43%
1,332,974
+22,936
2
$33M 10.42%
1,133,690
+30,348
3
$31.1M 9.82%
388,081
+17,097
4
$26.9M 8.49%
336,480
+7,368
5
$24.7M 7.79%
132,266
+5,136
6
$20M 6.3%
268,428
+15,568
7
$15.4M 4.85%
232,971
+7,844
8
$12.7M 4%
145,172
-420
9
$11.8M 3.71%
39,510
+1,293
10
$11.6M 3.66%
108,980
+3,399
11
$11.3M 3.55%
53,910
+1,689
12
$7.22M 2.28%
120,420
-1,684
13
$5.38M 1.7%
105,774
+3,043
14
$4.77M 1.51%
96,497
+5,848
15
$3.24M 1.02%
12,730
+50
16
$2.77M 0.87%
4,515
+131
17
$2.65M 0.84%
110,567
+5,969
18
$2.61M 0.82%
5,030
+2
19
$2.46M 0.78%
48,677
+4,122
20
$2.23M 0.7%
3,712
+7
21
$2.13M 0.67%
83,674
+1,339
22
$2.03M 0.64%
30,377
+666
23
$1.57M 0.49%
6,434
-33
24
$1.53M 0.48%
40,949
-3,364
25
$1.51M 0.48%
8,094
+35
1
2 3 4