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VAM

Verity Asset Management Portfolio holdings

AUM $264M
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
+3.35%
1 Year Est. Return
+28.52%
3 Year Est. Return
+79.74%
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
+$120M
Cap. Flow %
99.35%
Top 10 Hldgs %
48.53%
Holding
123
New
123
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 71.58%
2 Financials 6.46%
3 Technology 4.46%
4 Industrials 3.18%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKLN icon
1
Invesco Senior Loan ETF
BKLN
$6.77B
$14.2M 11.74%
+610,213
New +$14.2M
MINT icon
2
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.6B
$12.8M 10.58%
+125,884
New +$12.8M
DIA icon
3
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
$7.27M 6.01%
+35,243
New +$7.19M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.04T
$6.82M 5.64%
+31,504
New +$6.72M
QQQ icon
5
Invesco QQQ Trust
QQQ
$477B
$3.5M 2.9%
+26,472
New +$3.38M
IBB icon
6
iShares Biotechnology ETF
IBB
$10.4B
$3.29M 2.72%
+33,669
New +$3.22M
SNLN
7
DELISTED
Highland/iBoxx Senior Loan ETF
SNLN
$2.85M 2.36%
+153,768
New +$2.87M
TBT icon
8
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$314M
$2.81M 2.32%
+71,848
New +$2.87M
PHO icon
9
Invesco Water Resources ETF
PHO
$1.94B
$2.69M 2.23%
+103,485
New +$2.64M
IWM icon
10
iShares Russell 2000 ETF
IWM
$77.6B
$2.46M 2.03%
+17,887
New +$2.44M
XLV icon
11
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$2.02M 1.67%
+27,239
New +$1.99M
IHI icon
12
iShares US Medical Devices ETF
IHI
$3.26B
$1.82M 1.51%
+72,174
New +$1.75M
WBK
13
DELISTED
Westpac Banking Corporation
WBK
$1.78M 1.47%
+66,575
New +$1.69M
CM icon
14
Canadian Imperial Bank of Commerce
CM
$104B
$1.7M 1.4%
+39,350
New +$1.71M
XRT icon
15
State Street SPDR S&P Retail ETF
XRT
$406M
$1.69M 1.4%
+39,960
New +$1.72M
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.27T
$1.63M 1.35%
+38,480
New +$1.62M
VGK icon
17
Vanguard FTSE Europe ETF
VGK
$30.2B
$1.62M 1.34%
+31,355
New +$1.56M
AAPL icon
18
Apple
AAPL
$4.86T
$1.59M 1.32%
+44,416
New +$1.46M
IBM icon
19
IBM
IBM
$235B
$1.56M 1.29%
+9,396
New +$1.58M
XLK icon
20
State Street Technology Select Sector SPDR ETF
XLK
$120B
$1.51M 1.25%
+56,500
New +$1.46M
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.31M 1.09%
+7,884
New +$1.32M
PYPL icon
22
PayPal
PYPL
$46.2B
$1.27M 1.05%
+29,433
New +$1.23M
EFZ icon
23
ProShares Trust Short MSCI EAFE
EFZ
$10.3M
$1.26M 1.04%
+21,261
New +$1.3M
CVX icon
24
Chevron
CVX
$416B
$1.21M 1%
+11,224
New +$1.26M
LQD icon
25
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$1.15M 0.95%
+9,751
New +$1.15M

Similar funds

Verity Asset Management's Q1 2017 Portfolio in Review

As of Q1 2017, Verity Asset Management held 123 positions worth $121M. Its ten largest holdings account for 49% of the portfolio.

Verity Asset Management deployed $120M of net new capital in Q1 2017, opening 123 new positions. Its largest new stake was Invesco Senior Loan ETF: 610,213 shares worth $14.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, followed by Financials and Technology.

  • Verity Asset Management's largest Q1 2017 buy was Invesco Senior Loan ETF: 610,213 shares worth $14.2M.
  • Verity Asset Management's ten largest holdings make up 49% of its $121M portfolio in Q1 2017.
  • Verity Asset Management opened 123 new positions and closed 0 in Q1 2017.

Based on Verity Asset Management's 13F filing for Q1 2017, filed 12 May 2017.