VC

Vestor Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 36.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.97M
3
+$8.87M
4
META icon
Meta Platforms (Facebook)
META
+$6.47M
5
LLY icon
Eli Lilly
LLY
+$6.4M

Top Sells

1
+$9M
2
+$8.38M
3
+$8.37M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.8M
5
MCD icon
McDonald's
MCD
+$6.41M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.01%
493
127
$45K 0.01%
313
-17
128
$45K 0.01%
677
-200
129
$43K 0.01%
2,718
130
$42K 0.01%
600
131
$42K 0.01%
350
132
$41K 0.01%
300
133
$41K 0.01%
380
134
$41K 0.01%
1,900
135
– –
-3,000
136
– –
-3,660
137
– –
-35,375
138
– –
-1,202
139
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-22,917
140
– –
-894
141
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-482
142
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143
– –
-37,157
144
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145
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-1,250
146
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-643
147
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-932
148
– –
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149
– –
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150
– –
-58,279
3 4 5
6
7