VC

Vestor Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 36.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$763M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.6M
3
+$9.07M
4
PEP icon
PepsiCo
PEP
+$8.21M
5
AAPL icon
Apple
AAPL
+$6.96M

Top Sells

1
+$23.7M
2
+$21.2M
3
+$20.1M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
ABBV icon
AbbVie
ABBV
+$10.2M

Sector Composition

1 Healthcare 27.09%
2 Technology 15.2%
3 Industrials 11.48%
4 Financials 7.02%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-233,621
227
– –
-18,450
228
– –
-10,785
229
– –
-10,000
230
– –
-251,889
6 7 8 9
10