David Christopher Benfer

@Veery Capital, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$261.3M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMBIshares Tr Recent Activity Decreased -34.46%	0.09%	$209,076 2,348 shares@ $89.05 avg price	Decreased -34.46%
HYLBDbx Etf Tr Recent Activity Decreased -82.41%	0.08%	$207,487 5,751 shares@ $36.08 avg price	Decreased -82.41%
ACWVIshares Inc Recent Activity Decreased -42.74%	0.08%	$205,951 1,886 shares@ $109.2 avg price	Decreased -42.74%
VZVerizon Communications Inc Recent Activity Decreased -5.41%	0.08%	$200,630 5,017 shares@ $40.0 avg price	Decreased -5.41%