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
$460M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.86M
3
+$5.67M
4
IBM icon
IBM
IBM
+$5.61M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$5.56M

Top Sells

1
+$9.59M
2
+$6.59M
3
+$5.93M
4
MCK icon
McKesson
MCK
+$4.64M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.74M

Sector Composition

1 Financials 15.18%
2 Technology 10.44%
3 Healthcare 9.79%
4 Industrials 5.86%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.42%
72,799
+2,190
27
$6.48M 1.41%
156,200
-72,260
28
$6.29M 1.37%
48,498
-9,570
29
$6.27M 1.36%
128,549
-2,660
30
$5.91M 1.28%
35,467
+33,666
31
$5.86M 1.27%
+66,630
32
$5.67M 1.23%
+110,005
33
$5.56M 1.21%
+290,925
34
$4.95M 1.07%
61,414
-39,837
35
$4.74M 1.03%
19,963
+8,358
36
$4.61M 1%
66,453
+385
37
$4.43M 0.96%
104,319
+1,410
38
$4.31M 0.94%
53,370
-350
39
$4.29M 0.93%
136,590
+2,567
40
$4.25M 0.92%
54,474
-4,605
41
$4.21M 0.91%
37,385
-315
42
$4.16M 0.9%
+91,140
43
$4.14M 0.9%
39,124
-552
44
$3.97M 0.86%
95,820
-90,224
45
$3.71M 0.81%
25,356
-15,425
46
$3.33M 0.72%
+102,160
47
$3.29M 0.71%
150,020
+650
48
$3.17M 0.69%
58,492
+773
49
$2.96M 0.64%
51,316
-55,300
50
$2.86M 0.62%
34,916
+1,267
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