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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.01%
2,375
227
$46K 0.01%
675
228
$45K ﹤0.01%
658
229
$45K ﹤0.01%
+7,000
230
$44K ﹤0.01%
+800
231
$44K ﹤0.01%
481
-348
232
$44K ﹤0.01%
850
233
$44K ﹤0.01%
2,660
+160
234
$44K ﹤0.01%
545
-973
235
$43K ﹤0.01%
406
236
$43K ﹤0.01%
531
+5
237
$42K ﹤0.01%
+154
238
$41K ﹤0.01%
855
-194
239
$40K ﹤0.01%
1,593
-275
240
– –
-327
241
– –
-821
242
– –
-229
243
– –
-1,125
244
– –
-392
245
– –
-1,000
246
– –
-500
247
– –
-6
248
– –
-332
249
– –
-571
250
– –
-81,991
8 9
10
11 12