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
151
$338K 0.13%
8,650
+8
152
$325K 0.12%
+2,906
153
$321K 0.12%
3,809
154
$312K 0.12%
10,868
+85
155
$312K 0.12%
1,317
+20
156
$311K 0.12%
1,136
+38
157
$311K 0.12%
2,461
+121
158
$308K 0.12%
+7,343
159
$307K 0.12%
952
-46
160
$299K 0.11%
3,833
+164
161
$298K 0.11%
1,579
+97
162
$296K 0.11%
1,466
+95
163
$296K 0.11%
2,117
+12
164
$294K 0.11%
598
+36
165
$290K 0.11%
4,660
-50
166
$288K 0.11%
12,324
+70
167
$286K 0.11%
1,680
-211
168
$283K 0.11%
1,217
-10
169
$282K 0.11%
6,738
+8
170
$280K 0.11%
2,053
-58
171
$271K 0.1%
+1,662
172
$253K 0.1%
327
+10
173
$251K 0.1%
757
-32
174
$250K 0.09%
1,603
-4
175
$247K 0.09%
+1,079
5 6
7
8 9