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
$343M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$582K
3
+$443K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$292K
5
CVS icon
CVS Health
CVS
+$279K

Top Sells

1
+$1.91M
2
+$1.46M
3
+$1.41M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$998K
5
JPM icon
JPMorgan Chase
JPM
+$568K

Sector Composition

1 Healthcare 23.12%
2 Financials 14.88%
3 Industrials 11.29%
4 Technology 8.29%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.5M 1.9%
45,819
+172
27
$6.28M 1.83%
82,154
+2,322
28
$5.75M 1.68%
69,914
+1,303
29
$5.42M 1.58%
34,486
+600
30
$5.41M 1.58%
132,198
+4,287
31
$5.39M 1.57%
105,150
+2,162
32
$5.35M 1.56%
38,996
+1,062
33
$5.34M 1.56%
96,699
-580
34
$5.34M 1.56%
195,988
+1,620
35
$5.15M 1.5%
62,847
+1,702
36
$4.65M 1.36%
5,837
+344
37
$4.48M 1.31%
42,510
+501
38
$4.32M 1.26%
58,577
+7,892
39
$4.28M 1.25%
316,829
+850
40
$4.12M 1.2%
139,146
-1,142
41
$4.09M 1.19%
46,633
+1,487
42
$3.89M 1.14%
53,901
+1,921
43
$3.76M 1.1%
68,196
+1,468
44
$3.37M 0.98%
35,628
+1,787
45
$2.92M 0.85%
36,649
+1,275
46
$2.89M 0.84%
57,947
-385
47
$2.82M 0.82%
33,782
+290
48
$2.26M 0.66%
8,438
+221
49
$2.22M 0.65%
10,733
-7,046
50
$1.98M 0.58%
17,320
+16,524
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