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
$275M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$961K
4
EQT icon
EQT Corp
EQT
+$823K
5
GEV icon
GE Vernova
GEV
+$756K

Top Sells

1
+$1.4M
2
+$720K
3
+$587K
4
LLY icon
Eli Lilly
LLY
+$506K
5
MCK icon
McKesson
MCK
+$503K

Sector Composition

1 Technology 16.03%
2 Industrials 7.21%
3 Healthcare 6.66%
4 Energy 4.53%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.08%
2,952
+90
202
$230K 0.08%
+5,508
203
$228K 0.08%
+27,193
204
$218K 0.08%
231
-1
205
$217K 0.08%
+1,884
206
$217K 0.08%
1,181
-36
207
$215K 0.08%
+3,699
208
$215K 0.08%
4,204
209
$215K 0.08%
847
-9
210
$214K 0.08%
1,263
+8
211
$214K 0.08%
+5,052
212
$213K 0.08%
2,528
-4,757
213
$212K 0.08%
+623
214
$209K 0.08%
1,585
+76
215
$208K 0.08%
1,280
-186
216
$208K 0.08%
+450
217
$207K 0.07%
2,087
-118
218
$204K 0.07%
1,509
-94
219
$203K 0.07%
356
-884
220
$118K 0.04%
+10,070
221
$116K 0.04%
14,140
+393
222
$102K 0.04%
18,653
+1,309
223
$55.3K 0.02%
11,025
+1,021
224
– –
-2,844
225
– –
-3,350
6 7 8
9
10