VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+2.53%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$592M
AUM Growth
+$25M
(+4.4%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
33.11%
Holding
151
New
21
Increased
63
Reduced
26
Closed
12
Top Buys
| 1 |
AT&T
T
|
+$5.69M |
| 2 |
Global Payments
GPN
|
+$5.09M |
| 3 |
Revvity
RVTY
|
+$5.07M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$4.22M |
| 5 |
McDonald's
MCD
|
+$4.14M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$11.4M |
| 2 |
Vanguard Growth ETF
VUG
|
+$10.7M |
| 3 |
UnitedHealth
UNH
|
+$8.31M |
| 4 |
Johnson & Johnson
JNJ
|
+$4.66M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$4.41M |
Sector Composition
| 1 | Technology | 15.96% |
| 2 | Financials | 15.37% |
| 3 | Healthcare | 13.36% |
| 4 | Industrials | 11.28% |
| 5 | Communication Services | 7.74% |
