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
$482M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.67M
3
+$3.14M
4
CSCO icon
Cisco
CSCO
+$2.75M
5
BABA icon
Alibaba
BABA
+$2.28M

Top Sells

1
+$6.97M
2
+$2.51M
3
+$2.43M
4
ORCL icon
Oracle
ORCL
+$2.03M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$2M

Sector Composition

1 Financials 14.71%
2 Technology 14.52%
3 Healthcare 14%
4 Industrials 7.48%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$518K 0.11%
13,513
77
$303K 0.06%
2,228
78
$243K 0.05%
15,986
79
$181K 0.04%
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80
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81
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82
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83
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84
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85
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86
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87
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88
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89
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95
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96
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830
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$73K 0.02%
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99
$71K 0.01%
860
100
$70K 0.01%
2,640
1 2 3
4
5