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
$516M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.72M
3
+$3.14M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.06M
5
VTRS icon
Viatris
VTRS
+$2.95M

Top Sells

1
+$6.68M
2
+$4.44M
3
+$3.96M
4
AVGO icon
Broadcom
AVGO
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Sector Composition

1 Healthcare 16.56%
2 Technology 14.3%
3 Financials 14.23%
4 Industrials 10.21%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.01%
1,003
+101
102
$54K 0.01%
2,190
-134,760
103
$54K 0.01%
1,112
104
$54K 0.01%
735
105
$53K 0.01%
+1,260
106
$52K 0.01%
1,015
-555
107
$48K 0.01%
1,475
108
$45K 0.01%
395
109
$44K 0.01%
344
110
$43K 0.01%
+3,925
111
$42K 0.01%
510
112
$41K 0.01%
4,520
113
$40K 0.01%
504
-266
114
– –
-1,000
115
– –
-632
116
– –
-300
117
– –
-600
118
– –
-10,353
119
– –
-1,707
120
– –
-21,475
121
– –
-48,930
122
– –
-1,110
123
– –
-23,689
124
– –
-309,250
125
– –
-1,800
1 2 3 4
5