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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.21%
48,400
77
$1.88M 0.2%
+15,472
78
$1.85M 0.2%
6,347
+99
79
$1.48M 0.16%
+325,740
80
$1.43M 0.16%
18,973
81
$1.38M 0.15%
12,321
-284
82
$1.02M 0.11%
3,142
-4
83
$919K 0.1%
14,952
+184
84
$885K 0.1%
2,069
85
$800K 0.09%
6,807
-452
86
$771K 0.08%
50,117
+2,214
87
$647K 0.07%
2,063
-3
88
$636K 0.07%
3,228
-164
89
$625K 0.07%
4,776
-332
90
$624K 0.07%
3,257
-564
91
$598K 0.06%
3,489
-566
92
$597K 0.06%
1,057
+14
93
$560K 0.06%
16,926
-8,310
94
$511K 0.06%
3,255
95
$509K 0.06%
15,342
-632
96
$506K 0.05%
1,162
-92
97
$472K 0.05%
6,796
-1,000
98
$465K 0.05%
+2,304
99
$429K 0.05%
1,093
+615
100
$420K 0.05%
1,979
+142
2 3
4
5 6