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
126
$400K 0.17%
1,136
+25
127
$396K 0.17%
14,854
+1,474
128
$390K 0.17%
30,720
129
$386K 0.16%
3,963
-1,351
130
$385K 0.16%
13,406
-2,267
131
$381K 0.16%
10,389
-1,806
132
$380K 0.16%
3,520
-2,968
133
$379K 0.16%
828
+31
134
$379K 0.16%
2,184
+111
135
$376K 0.16%
699
+41
136
$376K 0.16%
25,179
-384
137
$373K 0.16%
3,375
+89
138
$372K 0.16%
845
+39
139
$366K 0.16%
6,611
+1,023
140
$363K 0.15%
+3,187
141
$355K 0.15%
681
+47
142
$351K 0.15%
2,865
+53
143
$348K 0.15%
7,567
-444
144
$343K 0.15%
3,403
-1
145
$339K 0.14%
8,334
+323
146
$335K 0.14%
2,334
-1,715
147
$332K 0.14%
2,892
-109
148
$325K 0.14%
4,547
-64
149
$319K 0.14%
2,862
+156
150
$317K 0.13%
2,192
+35
4 5
6
7 8