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
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.53M
3
+$7.6M
4
LLY icon
Eli Lilly
LLY
+$6.46M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$6.95M
2
+$6.37M
3
+$5.81M
4
LYB icon
LyondellBasell Industries
LYB
+$5.51M
5
PSX icon
Phillips 66
PSX
+$5.49M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 1.34%
98,429
+41,062
27
$6.77M 1.32%
1,027,520
-23,800
28
$6.56M 1.28%
47,269
+46,558
29
$6.55M 1.28%
23,095
+4,915
30
$6.54M 1.28%
20,565
+909
31
$6.51M 1.27%
46,150
+199
32
$6.33M 1.24%
84,079
+25,304
33
$6.1M 1.19%
45,573
-19,707
34
$6.07M 1.19%
122,832
-42,193
35
$6.03M 1.18%
283,788
-300,195
36
$5.56M 1.09%
42,386
-40,340
37
$5.55M 1.09%
43,677
+2,641
38
$5.37M 1.05%
56,099
+6,508
39
$5.29M 1.03%
+116,313
40
$5.21M 1.02%
42,723
-980
41
$4.9M 0.96%
19,658
+1,158
42
$4.44M 0.87%
128,852
-27,384
43
$4.2M 0.82%
101,860
-3,704
44
$4.2M 0.82%
25,386
-32,515
45
$3.86M 0.75%
41,744
-2,951
46
$3.31M 0.65%
78,612
-1,632
47
$2.92M 0.57%
+3,456
48
$2.83M 0.55%
30,466
-1,169
49
$2.67M 0.52%
60,302
+55,637
50
$2.64M 0.52%
110,574
-43,773
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