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
$340M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.21M
3
+$1.39M
4
EMN icon
Eastman Chemical
EMN
+$1.35M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Top Sells

1
+$6.39M
2
+$882K
3
+$832K
4
RF icon
Regions Financial
RF
+$800K
5
ORCL icon
Oracle
ORCL
+$461K

Sector Composition

1 Healthcare 23.75%
2 Financials 16.68%
3 Industrials 10.7%
4 Technology 7.98%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 1.83%
134,859
-252
27
$6.19M 1.82%
79,832
+244
28
$6.03M 1.77%
45,647
+508
29
$5.55M 1.63%
37,934
+710
30
$5.46M 1.61%
61,145
+226
31
$5.45M 1.6%
68,611
-746
32
$5.4M 1.59%
97,279
-1,600
33
$5.32M 1.56%
315,979
+659
34
$5.12M 1.51%
194,368
+2,708
35
$4.71M 1.39%
102,988
+76
36
$4.67M 1.38%
127,911
-12,628
37
$4.45M 1.31%
45,146
-3,410
38
$4.08M 1.2%
5,493
+65
39
$4.04M 1.19%
42,009
+445
40
$3.65M 1.07%
140,288
-3,880
41
$3.64M 1.07%
17,779
+15,661
42
$3.54M 1.04%
50,685
-12,652
43
$3.51M 1.03%
51,980
+20,001
44
$3.29M 0.97%
33,841
+118
45
$3.15M 0.93%
66,728
-847
46
$2.91M 0.86%
58,332
-468
47
$2.77M 0.81%
35,374
-923
48
$2.61M 0.77%
33,492
-3,907
49
$2.57M 0.76%
8,217
+64
50
$1.91M 0.56%
199,407
-83,355
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