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
$1.22B
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$19.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$18.7M

Top Sells

1
+$30.5M
2
+$28.3M
3
+$24.2M
4
ORCL icon
Oracle
ORCL
+$20M
5
AVGO icon
Broadcom
AVGO
+$17.3M

Sector Composition

1 Technology 21.72%
2 Healthcare 15.14%
3 Financials 13.3%
4 Communication Services 12.33%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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279
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280
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-75,360
281
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-26,506
282
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