VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+15.9%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$136M
(+13%)
Cap. Flow
+$33.9M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
272
New
33
Increased
70
Reduced
88
Closed
17
Top Buys
| 1 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$19.7M |
| 2 |
Broadcom
AVGO
|
+$18.5M |
| 3 |
Meta Platforms (Facebook)
META
|
+$17.9M |
| 4 |
Medtronic
MDT
|
+$12.4M |
| 5 |
NVIDIA
NVDA
|
+$9.71M |
Top Sells
| 1 |
Apple
AAPL
|
+$30.9M |
| 2 |
Intel
INTC
|
+$19.7M |
| 3 |
Cardinal Health
CAH
|
+$15.6M |
| 4 |
Oracle
ORCL
|
+$15.1M |
| 5 |
S&P Global
SPGI
|
+$11.5M |
Sector Composition
| 1 | Technology | 35.72% |
| 2 | Communication Services | 11.94% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Financials | 10.07% |
| 5 | Healthcare | 9.1% |
