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
$948M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$15.8M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$12.8M
5
AMD icon
Advanced Micro Devices
AMD
+$8.63M

Top Sells

1
+$14.7M
2
+$11.7M
3
+$10.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$10M
5
HD icon
Home Depot
HD
+$8.6M

Sector Composition

1 Technology 34%
2 Healthcare 15.06%
3 Consumer Discretionary 9.27%
4 Financials 8.71%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.04%
2,521
+2,038
102
$372K 0.04%
3,753
+1,871
103
$362K 0.04%
2,018
+650
104
$360K 0.04%
2,287
+1,069
105
$342K 0.04%
750
-6,682
106
$322K 0.03%
4,414
+541
107
$290K 0.03%
18,187
-5,022
108
$261K 0.03%
5,762
+1,180
109
$252K 0.03%
4,988
110
$250K 0.03%
16,493
111
$249K 0.03%
1,366
+237
112
$241K 0.03%
461
-13,630
113
$238K 0.03%
2,665
+812
114
$238K 0.03%
5,594
115
$221K 0.02%
1,047
+444
116
$220K 0.02%
7,400
-1,518
117
$220K 0.02%
1,596
+7
118
$217K 0.02%
2,478
119
$211K 0.02%
1,211
+5
120
$199K 0.02%
972
+441
121
$195K 0.02%
478
-269
122
$194K 0.02%
661
123
$192K 0.02%
3,898
+2,975
124
$186K 0.02%
990
+79
125
$186K 0.02%
2,356
+1,659
3 4
5
6 7