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
$262M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$644K
3
+$635K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$584K
5
VRT icon
Vertiv
VRT
+$541K

Top Sells

1
+$787K
2
+$638K
3
+$616K
4
CRWD icon
CrowdStrike
CRWD
+$477K
5
TM icon
Toyota
TM
+$474K

Sector Composition

1 Technology 15.2%
2 Healthcare 8.37%
3 Industrials 7.29%
4 Consumer Staples 4.45%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.65%
21,989
+937
27
$1.71M 0.65%
7,764
-43
28
$1.67M 0.63%
9,686
+536
29
$1.63M 0.62%
42,992
+536
30
$1.61M 0.61%
7,648
+250
31
$1.35M 0.51%
52,359
+543
32
$1.35M 0.51%
8,454
-565
33
$1.31M 0.5%
13,688
+752
34
$1.3M 0.49%
6,255
+57
35
$1.28M 0.48%
13,335
-282
36
$1.27M 0.48%
1,435
+106
37
$1.25M 0.47%
7,472
+5
38
$1.24M 0.47%
2,514
+90
39
$1.23M 0.47%
2,667
+158
40
$1.22M 0.46%
2,552
+72
41
$1.15M 0.44%
39,656
+605
42
$1.15M 0.44%
14,240
+349
43
$1.14M 0.43%
25,638
44
$1.1M 0.42%
51,659
+207
45
$1.09M 0.41%
4,936
+74
46
$1.07M 0.41%
12,817
+99
47
$1.07M 0.4%
9,824
+3,156
48
$1.06M 0.4%
5,108
+5
49
$1.06M 0.4%
39,362
+1,970
50
$1.05M 0.4%
3,489
-15
1
2
3 4 5