VAM
Verity Asset Management Portfolio holdings
AUM
$209M
This Quarter Return
+3.36%
1 Year Return
+18.53%
3 Year Return
+61.43%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+1.1%)
Cap. Flow
-$535K
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
147
New
25
Increased
60
Reduced
25
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
$3.77M |
| 2 |
Home Depot
HD
|
$2.66M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.29M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$2.12M |
| 5 |
UnitedHealth
UNH
|
$1.81M |
Top Sells
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Healthcare | 7.53% |
| 3 | Financials | 6.7% |
| 4 | Materials | 4.17% |
| 5 | Industrials | 3.82% |
