VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+3.01%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$492M
AUM Growth
+$9.13M
(+1.9%)
Cap. Flow
-$2.03M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
31.45%
Holding
123
New
6
Increased
25
Reduced
52
Closed
6
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$3.82M |
| 2 |
Medtronic
MDT
|
+$3.21M |
| 3 |
Microchip Technology
MCHP
|
+$2.85M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$2.3M |
| 5 |
Accenture
ACN
|
+$1.73M |
Top Sells
| 1 |
Cigna
CI
|
+$3.73M |
| 2 |
Procter & Gamble
PG
|
+$3.72M |
| 3 |
AT&T
T
|
+$2.82M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
+$2.07M |
| 5 |
Applied Materials
AMAT
|
+$1.83M |
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Financials | 14.38% |
| 3 | Healthcare | 14.2% |
| 4 | Industrials | 7.61% |
| 5 | Communication Services | 4.6% |
