VAM

Verity Asset Management Portfolio holdings

AUM $233M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$3.76M
2 +$1.72M
3 +$1.56M
4
VPU icon
Vanguard Utilities ETF
VPU
+$1.41M
5
D icon
Dominion Energy
D
+$1.33M

Sector Composition

1 Technology 6.94%
2 Healthcare 4.78%
3 Industrials 4.55%
4 Consumer Staples 4%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
20,000