VC
Veracity Capital Portfolio holdings
AUM
$288M
1-Year Return
28.99%
This Quarter Return
+11.14%
1 Year Return
+28.99%
3 Year Return
+95.47%
5 Year Return
+150.35%
10 Year Return
–
AUM
$389M
AUM Growth
+$51.3M
(+15%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
28.04%
Holding
249
New
31
Increased
113
Reduced
76
Closed
19
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$16.4M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$10.5M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$9.66M |
| 4 |
ISUN
iSun, Inc. Common Stock
ISUN
|
$3.7M |
| 5 |
Wayfair
W
|
$2.95M |
Top Sells
Sector Composition
| 1 | Technology | 9.43% |
| 2 | Industrials | 9.34% |
| 3 | Materials | 9.05% |
| 4 | Healthcare | 7.22% |
| 5 | Consumer Discretionary | 7.03% |
