VC

Vestor Capital Portfolio holdings

AUM $1.56B
1-Year Est. Return 44.13%
This Quarter Est. Return
1 Year Est. Return
+44.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$78.6M
2
+$75.3M
3
+$73.6M
4
NVDA icon
NVIDIA
NVDA
+$72.1M
5
JPM icon
JPMorgan Chase
JPM
+$64.9M

Top Sells

1
+$302B
2
+$598M
3
+$567M
4
APP icon
Applovin
APP
+$137M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$125M

Sector Composition

1 Technology 26.64%
2 Communication Services 18.56%
3 Financials 12.69%
4 Consumer Discretionary 6.6%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
26
GE Vernova
GEV
$191B
$15.6M 1%
25,298
+19,485
ANET icon
27
Arista Networks
ANET
$169B
$14.6M 0.93%
99,868
+16,567
EMXC icon
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.4B
$14.5M 0.93%
215,347
+203,347
BSV icon
29
Vanguard Short-Term Bond ETF
BSV
$41.4B
$13.7M 0.88%
+173,377
VSDB
30
Vanguard Short Duration Bond ETF
VSDB
$118M
$13.7M 0.88%
+178,432
TSLA icon
31
Tesla
TSLA
$1.49T
$13.7M 0.88%
30,726
+30,400
AFRM icon
32
Affirm
AFRM
$22.8B
$11.8M 0.75%
160,835
-482,250
VNQ icon
33
Vanguard Real Estate ETF
VNQ
$33.7B
$11.3M 0.73%
124,055
+123,419
VPU icon
34
Vanguard Utilities ETF
VPU
$7.86B
$11M 0.71%
58,294
+57,782
VZ icon
35
Verizon
VZ
$170B
$10.8M 0.69%
246,086
+245,379
SOFI icon
36
SoFi Technologies
SOFI
$34.1B
$10.7M 0.68%
+404,155
U icon
37
Unity
U
$21.1B
$10.6M 0.68%
+263,589
RBLX icon
38
Roblox
RBLX
$66.2B
$9.98M 0.64%
+72,061
VRT icon
39
Vertiv
VRT
$68.3B
$9.85M 0.63%
+65,308
ABT icon
40
Abbott
ABT
$214B
$9.79M 0.63%
73,068
-78,628
CEG icon
41
Constellation Energy
CEG
$118B
$9.44M 0.61%
28,676
+9,735
CAH icon
42
Cardinal Health
CAH
$47.1B
$8.01M 0.51%
51,032
+12,684
XLC icon
43
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$7.91M 0.51%
66,838
-7,503
COF icon
44
Capital One
COF
$152B
$7.88M 0.51%
37,067
-14,180
GE icon
45
GE Aerospace
GE
$304B
$7.84M 0.5%
26,069
+17,510
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$67.2B
$7.82M 0.5%
64,788
+56,516
T icon
47
AT&T
T
$172B
$7.43M 0.48%
263,076
+232,066
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$7.19M 0.46%
80,451
+75,335
UBER icon
49
Uber
UBER
$178B
$7.12M 0.46%
72,643
+72,343
QCOM icon
50
Qualcomm
QCOM
$194B
$6.8M 0.44%
40,905
+40,700
1
2
3 4 5