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
$1.27B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$17.1M
3
+$12M
4
CAH icon
Cardinal Health
CAH
+$11.6M
5
CRM icon
Salesforce
CRM
+$11.3M

Top Sells

1
+$31.6M
2
+$22.6M
3
+$21.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$17.1M

Sector Composition

1 Technology 37.45%
2 Communication Services 10.8%
3 Healthcare 9.14%
4 Consumer Discretionary 7.08%
5 Financials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-111,407
252
– –
-3,772
253
– –
-324
254
– –
-900
255
– –
-216,199
256
– –
-112,047
257
– –
-1,000
258
– –
-1,900
259
– –
-564
260
– –
-281
261
– –
-289
7 8 9 10
11