VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
-0.4%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$482M
AUM Growth
+$19.1M
(+4.1%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
122
New
7
Increased
59
Reduced
22
Closed
5
Top Buys
| 1 |
Boeing
BA
|
+$5.25M |
| 2 |
Intel
INTC
|
+$3.67M |
| 3 |
Home Depot
HD
|
+$3.14M |
| 4 |
Cisco
CSCO
|
+$2.75M |
| 5 |
Alibaba
BABA
|
+$2.28M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$6.97M |
| 2 |
Micron Technology
MU
|
+$2.51M |
| 3 |
Coca-Cola
KO
|
+$2.43M |
| 4 |
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% |
