VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+9.28%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$953M
AUM Growth
+$77.3M
(+8.8%)
Cap. Flow
+$3.91M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
37.69%
Holding
224
New
15
Increased
59
Reduced
53
Closed
9
Top Buys
| 1 |
Canadian National Railway
CNI
|
+$7.71M |
| 2 |
UnitedHealth
UNH
|
+$2.79M |
| 3 |
ZUO
Zuora, Inc.
ZUO
|
+$2.77M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$2.63M |
| 5 |
Bank of America
BAC
|
+$1.66M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$6.77M |
| 2 |
Global Payments
GPN
|
+$5.66M |
| 3 |
Abbott
ABT
|
+$3.37M |
| 4 |
Microsoft
MSFT
|
+$2.72M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$849K |
Sector Composition
| 1 | Technology | 24.4% |
| 2 | Financials | 17.89% |
| 3 | Healthcare | 10.97% |
| 4 | Industrials | 8.02% |
| 5 | Communication Services | 7.18% |
