VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+10.01%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$660M
AUM Growth
+$68.2M
(+12%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
33.59%
Holding
173
New
34
Increased
45
Reduced
47
Closed
14
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
+$5.51M |
| 2 |
Kraft Heinz
KHC
|
+$5.16M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$4.12M |
| 4 |
Target
TGT
|
+$4.06M |
| 5 |
Verizon
VZ
|
+$3.6M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.98M |
| 2 |
Norfolk Southern
NSC
|
+$6.04M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$4.04M |
| 4 |
Home Depot
HD
|
+$3.68M |
| 5 |
Cisco
CSCO
|
+$3.62M |
Sector Composition
| 1 | Technology | 17.35% |
| 2 | Financials | 15.43% |
| 3 | Healthcare | 12.92% |
| 4 | Industrials | 9.62% |
| 5 | Communication Services | 7.86% |
