VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+11.39%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$1.31B
AUM Growth
+$39.7M
(+3.1%)
Cap. Flow
-$32.8M
Cap. Flow
% of AUM
-2.5%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
286
New
41
Increased
118
Reduced
66
Closed
13
Top Buys
| 1 |
Citigroup
C
|
+$24.6M |
| 2 |
Astera Labs
ALAB
|
+$13.5M |
| 3 |
Snowflake
SNOW
|
+$13.3M |
| 4 |
Arista Networks
ANET
|
+$12.6M |
| 5 |
Wells Fargo
WFC
|
+$11.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$28.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$27.1M |
| 3 |
Microsoft
MSFT
|
+$25.8M |
| 4 |
NVIDIA
NVDA
|
+$21.9M |
| 5 |
Broadcom
AVGO
|
+$21.7M |
Sector Composition
| 1 | Technology | 38.73% |
| 2 | Financials | 10.28% |
| 3 | Communication Services | 9.65% |
| 4 | Consumer Discretionary | 8.84% |
| 5 | Healthcare | 6.69% |
