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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.05%
7,480
+382
102
$416K 0.05%
1,823
-74
103
$412K 0.04%
18,714
-7,415
104
$394K 0.04%
1,100
+9
105
$372K 0.04%
4,019
-303
106
$351K 0.04%
1,320
-421
107
$316K 0.03%
717
-33
108
$294K 0.03%
1,935
-586
109
$285K 0.03%
+3,785
110
$271K 0.03%
18,070
-117
111
$266K 0.03%
1,705
-313
112
$258K 0.03%
3,718
-696
113
$252K 0.03%
1,210
+873
114
$250K 0.03%
4,988
115
$246K 0.03%
5,594
116
$245K 0.03%
2,683
-1,070
117
$237K 0.03%
+3,394
118
$221K 0.02%
1,308
-979
119
$220K 0.02%
5,233
-529
120
$219K 0.02%
2,478
121
$215K 0.02%
1,383
+694
122
$214K 0.02%
7,400
123
$214K 0.02%
1,415
124
$209K 0.02%
1,490
+466
125
$205K 0.02%
1,450
3 4
5
6 7