Portfolio (Quarterly)
Guide ↗
Veery Capital, LLC
· CIK 0001844375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | C | CITIGROUP INC | Financial Services | 2,036.0 | $231K | 0.07% | -12.0 | -0.6% | $113.41 | +16.9% |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 926.0 | $224K | 0.07% | -5.0 | -0.5% | $242.39 | -2.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.3%
Financial Services
20.1%
Consumer Cyclical
11.6%
Healthcare
9.0%
Communication Services
7.1%
Energy
6.4%
Consumer Defensive
5.4%
Utilities
3.5%
Industrials
2.6%