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
$231M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$8.71M
3 +$8.08M
4
JPM icon
JPMorgan Chase
JPM
+$7.51M
5
XOM icon
Exxon Mobil
XOM
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.43%
2 Financials 18.15%
3 Consumer Staples 13.03%
4 Industrials 11.39%
5 Technology 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.82M 0.79%
+21,294
52
$1.52M 0.65%
+32,862
53
$1.14M 0.49%
+29,735
54
$1.01M 0.44%
+6
55
$889K 0.38%
+12,856
56
$458K 0.2%
+5,845
57
$438K 0.19%
+6,715
58
$271K 0.12%
+12,359
59
$262K 0.11%
+3,019
60
$256K 0.11%
+4,346
61
$138K 0.06%
+42,600
62
$50K 0.02%
+824