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
$231M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.71M
3
+$8.08M
4
JPM icon
JPMorgan Chase
JPM
+$7.51M
5
XOM icon
Exxon Mobil
XOM
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.43%
2 Financials 18.15%
3 Consumer Staples 13.03%
4 Industrials 11.39%
5 Technology 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.63%
+72,376
27
$3.74M 1.62%
+48,270
28
$3.65M 1.57%
+73,111
29
$3.61M 1.56%
+41,978
30
$3.5M 1.51%
+62,921
31
$3.39M 1.47%
+35,199
32
$3.38M 1.46%
+66,394
33
$3.37M 1.45%
+30,302
34
$3.35M 1.45%
+51,109
35
$3.34M 1.44%
+29,190
36
$3.31M 1.43%
+53,205
37
$3.22M 1.39%
+63,992
38
$3.03M 1.31%
+66,867
39
$2.97M 1.28%
+85,942
40
$2.95M 1.28%
+57,345
41
$2.95M 1.28%
+121,327
42
$2.87M 1.24%
+47,018
43
$2.85M 1.23%
+32,925
44
$2.82M 1.22%
+91,867
45
$2.74M 1.19%
+37,854
46
$2.21M 0.95%
+47,370
47
$2.19M 0.94%
+70,354
48
$2.16M 0.93%
+5,101
49
$2.09M 0.9%
+34,540
50
$2.04M 0.88%
+28,532
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