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
$411M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Sells

1 +$4.81M
2 +$2.51M
3 +$2.44M
4
PARA
Paramount Global Class B
PARA
+$2.41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M

Sector Composition

1 Financials 15.81%
2 Technology 12.02%
3 Healthcare 11.97%
4 Industrials 6.29%
5 Communication Services 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-333
127
-4,344
128
-1,590
129
-645
130
-1,402