VC
Veracity Capital Portfolio holdings
AUM
$288M
This Quarter Return
+3.73%
1 Year Return
+28.99%
3 Year Return
+95.47%
5 Year Return
+150.35%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(-6.9%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-8.34%
Top 10 Holdings %
Top 10 Hldgs %
47.76%
Holding
217
New
11
Increased
37
Reduced
141
Closed
24
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.56M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.38M |
| 3 |
Hewlett Packard
HPE
|
$550K |
| 4 |
Jabil
JBL
|
$549K |
| 5 |
Arm
ARM
|
$415K |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$1.95M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.89M |
| 3 |
Microsoft
MSFT
|
$1.4M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.38M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.09M |
Sector Composition
| 1 | Technology | 16.07% |
| 2 | Healthcare | 8.19% |
| 3 | Industrials | 6.43% |
| 4 | Energy | 4.34% |
| 5 | Consumer Staples | 4.16% |
