test

David Christopher Benfer

@Veery Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$261.3MTotal holdings91
Assets growth rate-1.96%Assets growth rate (2-Q avg)3.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Veery Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Veery Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.3M in assets, with a quarterly growth rate of -1.96% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by David Christopher Benfer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$1.018M
5,682 shares@ $179.17 avg price
BCIAbrdn Etfs
Recent Activity
Exited
0%
$534,317
26,141 shares@ $20.44 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$265,805
654 shares@ $406.43 avg price
USDUWisdomtree Tr
Recent Activity
Exited
0%
$212,380
8,005 shares@ $26.54 avg price
EFAVIshares Tr
Recent Activity
Exited
0%
$210,772
2,748 shares@ $76.71 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$208,329
868 shares@ $240.02 avg price
ROPRoper Technologies Inc
Recent Activity
Exited
0%
$208,109
374 shares@ $556.45 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$200,144
1,235 shares@ $162.06 avg price