VC
Veracity Capital Portfolio holdings
AUM
$288M
This Quarter Return
-0.95%
1 Year Return
+28.99%
3 Year Return
+95.47%
5 Year Return
+150.35%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(-3.2%)
Cap. Flow
+$42.6K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
39.06%
Holding
261
New
25
Increased
90
Reduced
100
Closed
34
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.08M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.4M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.53M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$1.86M |
| 5 |
Lockheed Martin
LMT
|
$1.76M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.03M |
| 2 |
Cintas
CTAS
|
$1.83M |
| 3 |
Carrier Global
CARR
|
$1.73M |
| 4 |
Expeditors International
EXPD
|
$1.65M |
| 5 |
Pentair
PNR
|
$1.53M |
Sector Composition
| 1 | Technology | 10.32% |
| 2 | Industrials | 6.89% |
| 3 | Healthcare | 5.84% |
| 4 | Energy | 5.45% |
| 5 | Consumer Staples | 5.11% |
