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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.01%
683
-152
177
$82K 0.01%
1,900
178
$80K 0.01%
1,108
179
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181
$77K 0.01%
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183
$75K 0.01%
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184
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185
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186
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187
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2,519
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188
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189
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190
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191
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600
192
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193
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195
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196
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197
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198
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199
$62K 0.01%
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200
$61K 0.01%
700
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