VAM

Verity Asset Management Portfolio holdings

AUM $306M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.81M
3
+$4.17M
4
MSFT icon
Microsoft
MSFT
+$3.79M
5
IBM icon
IBM
IBM
+$3.43M

Top Sells

1
+$1.61M
2
+$737K
3
+$695K
4
RUSHA icon
Rush Enterprises Class A
RUSHA
+$429K
5
AAP icon
Advance Auto Parts
AAP
+$422K

Sector Composition

1 Technology 14.87%
2 Industrials 6.29%
3 Healthcare 5.56%
4 Consumer Staples 5.39%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
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