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
$851M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$10.8M
4
V icon
Visa
V
+$10.7M
5
MRVL icon
Marvell Technology
MRVL
+$9.06M

Top Sells

1
+$18.2M
2
+$14.3M
3
+$12.2M
4
LLY icon
Eli Lilly
LLY
+$11.4M
5
UNP icon
Union Pacific
UNP
+$10.4M

Sector Composition

1 Technology 25.18%
2 Healthcare 18.6%
3 Financials 8.67%
4 Energy 7.59%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.01%
2,375
227
$46K 0.01%
+675
228
$46K 0.01%
+754
229
$45K 0.01%
248
-88
230
$45K 0.01%
1,355
231
$45K 0.01%
+923
232
$45K 0.01%
+2,500
233
$45K 0.01%
+385
234
$43K 0.01%
+332
235
$43K 0.01%
335
-6
236
$43K 0.01%
526
-99
237
$42K ﹤0.01%
2,163
238
$40K ﹤0.01%
515
239
$40K ﹤0.01%
501
-24
240
– –
-49,877
241
– –
-6,167
242
– –
-14,171
243
– –
-73,786
244
– –
-149,413
245
– –
-131
246
– –
-79,845
247
– –
-300
248
– –
-35,218
249
– –
-1,449
250
– –
-18,450
6 7 8 9
10