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VAM

Verity Asset Management Portfolio holdings

AUM $238M
1-Year Est. Return 24.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.08M
3
+$988K
4
WMT icon
Walmart Inc
WMT
+$486K
5
AAL icon
American Airlines Group
AAL
+$481K

Top Sells

1
+$1.87M
2
+$1.22M
3
+$1.15M
4
SO icon
Southern Company
SO
+$609K
5
IBB icon
iShares Biotechnology ETF
IBB
+$590K

Sector Composition

1 Utilities 7.4%
2 Technology 7.26%
3 Industrials 6.61%
4 Consumer Staples 6.58%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,375
127
– –
-4,816
128
– –
-5,220
129
– –
-27,250
130
– –
-3,203
131
– –
-3,078
132
– –
-35
133
– –
-5,278
134
– –
-3,006
135
– –
-5,623
136
– –
-21,478
137
– –
-5,515
138
– –
-23,758
139
– –
-45,449
140
– –
-11,896
141
$0 ﹤0.01%
20,000
2 3 4 5
6