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
$516M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.72M
3
+$3.14M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.06M
5
VTRS icon
Viatris
VTRS
+$2.95M

Top Sells

1
+$6.68M
2
+$4.44M
3
+$3.96M
4
AVGO icon
Broadcom
AVGO
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Sector Composition

1 Healthcare 16.56%
2 Technology 14.3%
3 Financials 14.23%
4 Industrials 10.21%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.57%
+80,690
52
$2.94M 0.57%
60,499
-4,725
53
$2.85M 0.55%
103,654
-7,775
54
$2.55M 0.49%
363,400
-354,200
55
$2.54M 0.49%
11,347
-5
56
$2.51M 0.49%
29,582
-70
57
$2.48M 0.48%
14,584
+4,030
58
$2.47M 0.48%
10,120
-80
59
$2.46M 0.48%
62,250
-320
60
$2.42M 0.47%
26,747
-3,190
61
$2.34M 0.45%
28,159
-2,022
62
$2.16M 0.42%
66,515
-245
63
$2.14M 0.41%
+57,945
64
$2.01M 0.39%
12,208
-65
65
$2M 0.39%
13,870
-53
66
$1.95M 0.38%
+65,565
67
$1.7M 0.33%
17,921
68
$1.69M 0.33%
11,986
69
$1.6M 0.31%
5
70
$1.44M 0.28%
12,255
-1,245
71
$1.37M 0.27%
16,975
-10
72
$731K 0.14%
15,834
-33,120
73
$623K 0.12%
13,513
74
$533K 0.1%
12,418
-100
75
$392K 0.08%
4,329
-4,385
1 2
3
4 5