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
$567M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.68M
3
+$3.54M
4
BA icon
Boeing
BA
+$3.5M
5
PYPL icon
PayPal
PYPL
+$3.38M

Top Sells

1
+$11.8M
2
+$5.38M
3
+$4.29M
4
MDT icon
Medtronic
MDT
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Financials 15.16%
2 Healthcare 14.57%
3 Technology 14.37%
4 Industrials 10.84%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.81M 1.73%
107,603
+38,888
27
$9.74M 1.72%
26,764
+9,621
28
$9.25M 1.63%
365,571
+10,129
29
$9.18M 1.62%
160,696
-1,975
30
$7.75M 1.37%
37,302
+931
31
$7.44M 1.31%
43,997
-16,432
32
$7.35M 1.3%
140,328
+1,419
33
$7.31M 1.29%
24,807
+3,501
34
$7.11M 1.25%
36,833
+252
35
$6.55M 1.16%
+133,053
36
$5.78M 1.02%
19,605
+223
37
$5.53M 0.98%
171,084
+1,043
38
$5.28M 0.93%
17,976
+43
39
$4.94M 0.87%
40,540
+680
40
$4.85M 0.86%
22,734
-14,407
41
$4.5M 0.79%
100,456
-2,884
42
$4.29M 0.76%
49,119
+31,879
43
$4.12M 0.73%
197,504
+2,374
44
$4.09M 0.72%
24,463
+156
45
$3.86M 0.68%
67,183
+304
46
$3.77M 0.67%
68,980
+445
47
$3.69M 0.65%
101,987
+5,492
48
$3.5M 0.62%
30,333
+480
49
$3.38M 0.6%
+29,488
50
$3.37M 0.59%
14,995
-45
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