VAM

Verity Asset Management Portfolio holdings

AUM $209M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.5M
3
+$2.32M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.3M
5
GLD icon
SPDR Gold Trust
GLD
+$2.09M

Top Sells

1
+$2.32M
2
+$1.75M
3
+$1.54M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.18M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$821K

Sector Composition

1 Technology 12.14%
2 Healthcare 8.99%
3 Industrials 7.58%
4 Consumer Staples 5.92%
5 Materials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
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