VC
Vestor Capital Portfolio holdings
AUM
$1.34B
This Quarter Return
+7.14%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$463M
AUM Growth
+$463M
(+4.1%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
30.52%
Holding
125
New
10
Increased
44
Reduced
32
Closed
10
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$2.83M |
| 2 |
Thermo Fisher Scientific
TMO
|
$1.87M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$1.43M |
| 4 |
WisdomTree US SmallCap Dividend Fund
DES
|
$978K |
| 5 |
AbbVie
ABBV
|
$962K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$15.7M |
| 2 |
IBM
IBM
|
$3.66M |
| 3 |
Intel
INTC
|
$1.93M |
| 4 |
Amplify Cybersecurity ETF
HACK
|
$1.9M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$677K |
Sector Composition
| 1 | Healthcare | 15.34% |
| 2 | Financials | 13.78% |
| 3 | Technology | 12.93% |
| 4 | Industrials | 6.86% |
| 5 | Communication Services | 5.86% |
