VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+10.23%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$55.6M
(+4.7%)
Cap. Flow
-$9.01M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
56.8%
Holding
270
New
15
Increased
59
Reduced
76
Closed
25
Top Buys
| 1 |
Apple
AAPL
|
$41.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$21.1M |
| 3 |
UnitedHealth
UNH
|
$17.3M |
| 4 |
Eli Lilly
LLY
|
$15.8M |
| 5 |
Cencora
COR
|
$13.3M |
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
$17.9M |
| 2 |
Zscaler
ZS
|
$13.4M |
| 3 |
Vulcan Materials
VMC
|
$11.9M |
| 4 |
Adobe
ADBE
|
$11.8M |
| 5 |
AutoZone
AZO
|
$10.6M |
Sector Composition
| 1 | Technology | 38.38% |
| 2 | Communication Services | 15.29% |
| 3 | Healthcare | 12.07% |
| 4 | Financials | 7.79% |
| 5 | Consumer Discretionary | 7.24% |
