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
$235M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.2M
3
+$1.64M
4
MRK icon
Merck
MRK
+$1.3M
5
YUM icon
Yum! Brands
YUM
+$1.28M

Top Sells

1
+$17.4M
2
+$10.6M
3
+$5.73M
4
DVN icon
Devon Energy
DVN
+$1.62M
5
CAT icon
Caterpillar
CAT
+$991K

Sector Composition

1 Technology 11.48%
2 Healthcare 6.67%
3 Industrials 6.27%
4 Energy 6.1%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.7%
+9,845
27
$1.58M 0.67%
5,282
+3,629
28
$1.57M 0.66%
25,357
-896
29
$1.52M 0.65%
49,797
-910
30
$1.51M 0.64%
20,654
+13,862
31
$1.5M 0.64%
17,774
+1,188
32
$1.48M 0.63%
8,731
-415
33
$1.35M 0.57%
25,708
-715
34
$1.31M 0.55%
2,784
+378
35
$1.28M 0.54%
+9,247
36
$1.26M 0.53%
25,570
-1,059
37
$1.25M 0.53%
7,172
+10
38
$1.22M 0.52%
12,747
-125
39
$1.21M 0.51%
19,469
40
$1.21M 0.51%
12,229
+8,307
41
$1.2M 0.51%
+75,205
42
$1.19M 0.5%
9,426
+585
43
$1.18M 0.5%
4,112
+182
44
$1.15M 0.49%
11,769
+937
45
$1.13M 0.48%
5,445
+29
46
$1.12M 0.47%
7,696
+163
47
$1.11M 0.47%
19,279
-519
48
$1.1M 0.47%
9,068
+1,123
49
$1.06M 0.45%
15,068
-1,875
50
$1.05M 0.45%
2,670
+28
1
2
3 4 5