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
101
$580K 0.22%
1,904
+81
102
$570K 0.22%
4,789
+641
103
$561K 0.21%
5,129
-9
104
$550K 0.21%
34,255
+680
105
$542K 0.21%
15,164
+60
106
$541K 0.21%
+5,440
107
$532K 0.2%
26,019
+27
108
$513K 0.19%
7,916
-822
109
$513K 0.19%
1,392
+10
110
$510K 0.19%
4,495
-286
111
$509K 0.19%
15,226
+2,102
112
$506K 0.19%
10,143
-153
113
$505K 0.19%
3,301
+130
114
$503K 0.19%
3,103
+304
115
$490K 0.19%
472
-2
116
$482K 0.18%
2,833
-74
117
$480K 0.18%
5,442
-174
118
$471K 0.18%
6,388
+520
119
$464K 0.18%
18,962
+2,043
120
$463K 0.18%
+5,520
121
$461K 0.17%
44,109
+4,760
122
$459K 0.17%
19,800
123
$455K 0.17%
3,960
+716
124
$445K 0.17%
2,152
+100
125
$442K 0.17%
4,598
-441
3 4
5
6 7