VC
Vestor Capital Portfolio holdings
AUM
$1.34B
This Quarter Return
-7.31%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(-5.5%)
Cap. Flow
+$8.45M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
32.08%
Holding
127
New
22
Increased
36
Reduced
32
Closed
16
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.23M |
| 2 |
Cardinal Health
CAH
|
$4.68M |
| 3 |
Becton Dickinson
BDX
|
$3.07M |
| 4 |
Mastercard
MA
|
$3.04M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.65M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$3.39M |
| 2 |
American Express
AXP
|
$2.94M |
| 3 |
Qualcomm
QCOM
|
$2.85M |
| 4 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$2.71M |
| 5 |
Cigna
CI
|
$2.7M |
Sector Composition
| 1 | Healthcare | 23.63% |
| 2 | Financials | 17.27% |
| 3 | Industrials | 10.79% |
| 4 | Technology | 9.08% |
| 5 | Consumer Staples | 6.55% |
