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
$948M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$15.8M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$12.8M
5
AMD icon
Advanced Micro Devices
AMD
+$8.63M

Top Sells

1
+$14.7M
2
+$11.7M
3
+$10.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$10M
5
HD icon
Home Depot
HD
+$8.6M

Sector Composition

1 Technology 34%
2 Healthcare 15.06%
3 Consumer Discretionary 9.27%
4 Financials 8.71%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.23%
97,822
+7,016
27
$11.4M 1.21%
141,515
-123,772
28
$11.3M 1.19%
89,613
+1,808
29
$11.2M 1.18%
259,475
+141,950
30
$11.1M 1.17%
86,548
+39,452
31
$10.7M 1.13%
73,649
-223
32
$10.7M 1.13%
21,825
+8,021
33
$10M 1.06%
38,351
+31,349
34
$9.87M 1.04%
56,069
+1,156
35
$9.53M 1%
256,155
+134
36
$8.64M 0.91%
79,278
-1,069
37
$8.51M 0.9%
209,166
+6,042
38
$8.23M 0.87%
3,302
+46
39
$7.91M 0.83%
52,148
-273
40
$7.43M 0.78%
91,558
-2,282
41
$7.22M 0.76%
32,007
+617
42
$6.42M 0.68%
123,472
+3,015
43
$6.19M 0.65%
35,683
-575
44
$6.15M 0.65%
73,563
-1,623
45
$6.15M 0.65%
96,510
+1,890
46
$5.94M 0.63%
40,597
+15,526
47
$5.93M 0.63%
+94,011
48
$5.74M 0.6%
74,278
+38,779
49
$5.67M 0.6%
14,880
-37
50
$5.59M 0.59%
39,347
-656
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