VC

Vestor Capital Portfolio holdings

AUM $1.34B
1-Year Est. Return 30.79%
This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K ﹤0.01%
+408
227
$40K ﹤0.01%
596
228
– –
-799
229
– –
-1,318
230
– –
-800
231
– –
-490
232
– –
-224
233
– –
-380
234
– –
-276,445
235
– –
-900
236
– –
-263
237
– –
-100,620
238
– –
-119
239
– –
-613
240
– –
-9,277
241
– –
-9,765
242
– –
-300
243
– –
-26,163
244
– –
-1,510
245
– –
-1,304
246
– –
-220
247
– –
-255
248
– –
-723
249
– –
-886
250
– –
-2,500
7 8 9
10
11