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
51
$989K 0.37%
11,161
+10
52
$949K 0.36%
2,427
+2
53
$929K 0.35%
295
+1
54
$887K 0.34%
5,215
+536
55
$881K 0.33%
985
+136
56
$866K 0.33%
4,318
+496
57
$865K 0.33%
4,559
58
$861K 0.33%
1,493
-107
59
$859K 0.33%
7,330
-55
60
$858K 0.33%
4,344
-22
61
$854K 0.32%
15,309
+5
62
$841K 0.32%
3,060
-16
63
$827K 0.31%
8,253
+679
64
$826K 0.31%
9,308
+3,663
65
$805K 0.31%
7,758
+35
66
$794K 0.3%
1,988
+239
67
$777K 0.29%
4,766
+12
68
$759K 0.29%
2,148
+76
69
$758K 0.29%
4,396
+1,438
70
$756K 0.29%
7,285
+4,836
71
$755K 0.29%
5,745
+12
72
$752K 0.29%
1,618
+232
73
$752K 0.28%
16,469
+71
74
$748K 0.28%
3,036
+56
75
$722K 0.27%
1,143
+145
1 2
3
4 5