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
51
$5.42M 0.57%
17,440
-27,685
52
$5.08M 0.54%
30,669
+372
53
$5M 0.53%
+20,160
54
$4.94M 0.52%
70,125
-2,689
55
$4.71M 0.5%
+38,662
56
$4.44M 0.47%
21,702
-765
57
$4.34M 0.46%
82,970
+2,475
58
$3.75M 0.4%
43,898
-251
59
$3.71M 0.39%
14,834
+169
60
$3.6M 0.38%
36,163
+1,219
61
$3.54M 0.37%
38,513
-77,383
62
$3.51M 0.37%
211,205
+3,989
63
$3.41M 0.36%
23,871
+464
64
$3.4M 0.36%
32,842
-112,514
65
$3.21M 0.34%
62,043
+58,990
66
$3.11M 0.33%
6
67
$2.81M 0.3%
23,177
-628
68
$2.63M 0.28%
62,617
+1,365
69
$2.56M 0.27%
61,965
+1,290
70
$2.41M 0.25%
7,056
+370
71
$2.14M 0.23%
6,248
+259
72
$2.12M 0.22%
73,558
+1,395
73
$1.94M 0.2%
48,400
74
$1.91M 0.2%
14,166
-16,356
75
$1.55M 0.16%
12,605
-159
1 2
3
4 5