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
201
$104K 0.04%
17,344
+2,710
202
$60.9K 0.02%
+10,004
203
– –
-1,022
204
– –
-2,314
205
– –
-7,520
206
– –
-7,601
207
– –
-1,034
208
– –
-7,390
209
– –
-12,038
210
– –
-1,358
211
– –
-1,370
212
– –
-1,246
213
– –
-16,740
214
– –
-990
5 6 7 8
9