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VAM

Verity Asset Management Portfolio holdings

AUM $238M
1-Year Est. Return 24.8%
This Fund
S&P 500
This Quarter Est. Return
+3.57%
1 Year Est. Return
+24.8%
3 Year Est. Return
+68.36%
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
Cap. Flow
+$90.1M
Cap. Flow %
98.46%
Top 10 Hldgs %
66.58%
Holding
54
New
54
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Staples 8.07%
2 Healthcare 3.64%
3 Materials 3.42%
4 Industrials 1.14%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBB icon
1
iShares Biotechnology ETF
IBB
$9.45B
$10.5M 11.49%
+138,987
New +$9.86M
JJG
2
DELISTED
iPath Bloomberg Grains Subindex Total Return ETN due October 22, 2037
JJG
$7.87M 8.6%
+182,543
New +$8.24M
PHO icon
3
Invesco Water Resources ETF
PHO
$2.03B
$7.78M 8.49%
+296,512
New +$7.34M
GLD icon
4
SPDR Gold Trust
GLD
$131B
$6.06M 6.62%
+52,166
New +$6.41M
FXI icon
5
iShares China Large-Cap ETF
FXI
$4.32B
$5.63M 6.15%
+146,765
New +$5.6M
FAX
6
abrdn Asia-Pacific Income Fund
FAX
$592M
$5.6M 6.12%
+162,060
New +$5.94M
ITB icon
7
iShares US Home Construction ETF
ITB
$2.32B
$5.1M 5.58%
+205,647
New +$4.65M
ADM icon
8
Archer Daniels Midland
ADM
$38.7B
$4.76M 5.2%
+109,765
New +$4.44M
XLV icon
9
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$4.14M 4.52%
+74,712
New +$4M
FDN icon
10
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.99B
$3.48M 3.81%
+58,204
New +$3.24M
COLO
11
Global X MSCI Colombia ETF
COLO
$199M
$3.44M 3.75%
+47,334
New +$3.72M
SMH icon
12
VanEck Semiconductor ETF
SMH
$60.8B
$3.21M 3.5%
+151,214
New +$3.1M
RJA
13
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
$2.78M 3.04%
+349,192
New +$2.84M
SYT
14
DELISTED
Syngenta Ag
SYT
$2.48M 2.71%
+31,036
New +$2.45M
UL icon
15
Unilever
UL
$142B
$2.39M 2.62%
+51,653
New +$2.31M
MOO icon
16
VanEck Agribusiness ETF
MOO
$992M
$1.78M 1.94%
+32,611
New +$1.73M
IHF icon
17
iShares US Healthcare Providers ETF
IHF
$1.22B
$1.33M 1.45%
+71,375
New +$1.29M
RWM icon
18
ProShares Short Russell2000
RWM
$133M
$1.08M 1.18%
+16,054
New +$1.14M
DGP icon
19
DB Gold Double Long ETN due February 15, 2038
DGP
$216M
$989K 1.08%
+39,385
New +$1.11M
MDT icon
20
Medtronic
MDT
$112B
$968K 1.06%
+16,875
New +$957K
EWV icon
21
ProShares Trust UltraShort MSCI Japan
EWV
$6.18M
$775K 0.85%
+3,067
New +$824K
OIH icon
22
VanEck Oil Services ETF
OIH
$1.97B
$722K 0.79%
+751
New +$731K
MDGL icon
23
Madrigal Pharmaceuticals
MDGL
$12.6B
$500K 0.55%
+2,725
New +$499K
VIG icon
24
Vanguard Dividend Appreciation ETF
VIG
$111B
$479K 0.52%
+6,370
New +$463K
CF icon
25
CF Industries
CF
$19.6B
$368K 0.4%
+7,885
New +$345K

Similar funds

Verity Asset Management's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Verity Asset Management, which disclosed 54 positions worth $91.5M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is iShares Biotechnology ETF: 138,987 shares worth $10.5M.

By sector, the portfolio is most concentrated in Consumer Staples at 8.1% of assets, followed by Healthcare and Materials.

  • Verity Asset Management's largest Q4 2013 buy was iShares Biotechnology ETF: 138,987 shares worth $10.5M.
  • Verity Asset Management's ten largest holdings make up 67% of its $91.5M portfolio in Q4 2013.
  • Verity Asset Management disclosed 54 positions in Q4 2013, its first 13F filing on record.

Based on Verity Asset Management's 13F filing for Q4 2013, filed 13 Feb 2014.