VC

Veracity Capital Portfolio holdings

AUM $311M
1-Year Est. Return 34.85%
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.59M
3 +$1.47M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.36M
5
WM icon
Waste Management
WM
+$1.26M

Top Sells

1 +$2.8M
2 +$1.06M
3 +$741K
4
NE icon
Noble Corp
NE
+$685K
5
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$666K

Sector Composition

1 Technology 13.57%
2 Healthcare 7.26%
3 Industrials 6.2%
4 Energy 4.73%
5 Consumer Staples 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-8,334
227
-2,292
228
-1,253
229
-25,409
230
-29,894