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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.02%
10,000
127
$151K 0.02%
1,353
128
$150K 0.01%
3,494
129
$148K 0.01%
1,715
130
$139K 0.01%
2,446
131
$137K 0.01%
666
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132
$132K 0.01%
1,000
133
$130K 0.01%
1,000
134
$127K 0.01%
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135
$125K 0.01%
9,319
136
$125K 0.01%
300
137
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1,415
138
$118K 0.01%
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139
$118K 0.01%
554
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140
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684
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141
$116K 0.01%
350
142
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853
143
$111K 0.01%
480
144
$104K 0.01%
428
145
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146
$98K 0.01%
624
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147
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148
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149
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-40
150
$94K 0.01%
350
4 5
6
7 8