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
$277M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$378K
3
+$269K
4
SYY icon
Sysco
SYY
+$241K
5
XRX icon
Xerox
XRX
+$232K

Top Sells

1
+$1.48M
2
+$319K
3
+$197K
4
CVS icon
CVS Health
CVS
+$94.3K
5
DOV icon
Dover
DOV
+$82.5K

Sector Composition

1 Healthcare 17.2%
2 Financials 17.11%
3 Industrials 14.94%
4 Technology 12.98%
5 Consumer Staples 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.64%
71,066
-960
27
$4.44M 1.61%
79,836
-420
28
$4.42M 1.6%
149,636
+1,020
29
$4.25M 1.54%
51,652
+1,550
30
$4.23M 1.53%
61,313
-660
31
$3.96M 1.43%
55,185
-344
32
$3.91M 1.41%
14,525
+15
33
$3.89M 1.41%
67,333
-509
34
$3.78M 1.37%
50,236
35
$3.76M 1.36%
35,818
+1,760
36
$3.72M 1.35%
54,614
37
$3.67M 1.33%
64,992
+590
38
$3.58M 1.29%
42,600
-100
39
$3.52M 1.27%
47,416
-295
40
$3.49M 1.26%
65,085
+4,265
41
$3.46M 1.25%
92,497
+2,570
42
$3.46M 1.25%
90,321
-1,618
43
$3.35M 1.21%
126,185
+14,246
44
$3.34M 1.21%
92,583
+6,681
45
$3.25M 1.18%
41,465
-262
46
$3.16M 1.14%
36,127
-335
47
$3.15M 1.14%
63,992
48
$3M 1.09%
25,775
+290
49
$2.55M 0.92%
5,344
+53
50
$2.49M 0.9%
75,154
+1,560
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