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
$1.45B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$92.5B
2
+$876M
3
+$227M
4
AXP icon
American Express
AXP
+$107M
5
ABBV icon
AbbVie
ABBV
+$97.5M

Top Sells

1
+$92.5M
2
+$77.1M
3
+$74.3M
4
AAPL icon
Apple
AAPL
+$72.7M
5
NVDA icon
NVIDIA
NVDA
+$71.7M

Sector Composition

1 Technology 24.77%
2 Financials 18.46%
3 Communication Services 13.31%
4 Healthcare 9.47%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
26
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.2B
$14.9M 1.03%
8,276
-207,071
MCK icon
27
McKesson
MCK
$116B
$13.9M 0.96%
1,778
-4,348
GE icon
28
GE Aerospace
GE
$322B
$12.5M 0.86%
5,253
-20,816
VNQ icon
29
Vanguard Real Estate ETF
VNQ
$35.6B
$11M 0.76%
165
-123,890
VPU icon
30
Vanguard Utilities ETF
VPU
$8.65B
$10.7M 0.74%
580
-57,714
SOFI icon
31
SoFi Technologies
SOFI
$22.6B
$10.6M 0.73%
1,006
-403,149
CAH icon
32
Cardinal Health
CAH
$51.6B
$10.4M 0.72%
250,518
+199,486
VZ icon
33
Verizon
VZ
$214B
$10M 0.69%
2,500
-243,586
XLE icon
34
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$9.23M 0.64%
970,985
+810,083
DHR icon
35
Danaher
DHR
$132B
$9.03M 0.62%
+17,981
REGN icon
36
Regeneron Pharmaceuticals
REGN
$78.9B
$9.01M 0.62%
+2,001
GEV icon
37
GE Vernova
GEV
$224B
$8.58M 0.59%
5,002
-20,296
XLC icon
38
State Street Communication Services Select Sector SPDR ETF
XLC
$26.1B
$7.83M 0.54%
29,186
-37,652
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$63.3B
$7.54M 0.52%
4,646
-60,142
QCOM icon
40
Qualcomm
QCOM
$140B
$6.99M 0.48%
166
-40,739
T icon
41
AT&T
T
$192B
$6.22M 0.43%
31,514
-231,562
XLI icon
42
State Street Industrial Select Sector SPDR ETF
XLI
$29B
$5.4M 0.37%
3,947
-31,151
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$105B
$5.34M 0.37%
2,079
-73,934
HD icon
44
Home Depot
HD
$337B
$5.26M 0.36%
623
-38,656
MCD icon
45
McDonald's
MCD
$231B
$5.1M 0.35%
764
-16,030
MDB icon
46
MongoDB
MDB
$21B
$4.95M 0.34%
+2,076
CME icon
47
CME Group
CME
$112B
$4.82M 0.33%
69,967
+52,550
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.06T
$4.53M 0.31%
123,936
+123,930
DG icon
49
Dollar General
DG
$29.9B
$3.71M 0.26%
+3,794
DON icon
50
WisdomTree US MidCap Dividend Fund
DON
$3.7B
$3.61M 0.25%
170
-67,811
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