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
$340M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.21M
3
+$1.39M
4
EMN icon
Eastman Chemical
EMN
+$1.35M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Top Sells

1
+$6.39M
2
+$882K
3
+$832K
4
RF icon
Regions Financial
RF
+$800K
5
ORCL icon
Oracle
ORCL
+$461K

Sector Composition

1 Healthcare 23.75%
2 Financials 16.68%
3 Industrials 10.7%
4 Technology 7.98%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.45%
52,630
-28,705
52
$1.49M 0.44%
46,141
+43,156
53
$1.48M 0.44%
55,155
-2,355
54
$1.45M 0.43%
29,885
55
$1.41M 0.41%
18,884
-1,056
56
$1.11M 0.33%
11,986
57
$1.07M 0.31%
49,401
-1,080
58
$989K 0.29%
5
59
$807K 0.24%
22,000
60
$689K 0.2%
13,166
-1,490
61
$450K 0.13%
12,658
+694
62
$389K 0.11%
6,559
+88
63
$357K 0.11%
13,513
64
$286K 0.08%
2,173
-77
65
$225K 0.07%
4,464
66
$199K 0.06%
3,000
-100
67
$191K 0.06%
2,245
68
$180K 0.05%
3,099
69
$178K 0.05%
1,798
70
$170K 0.05%
1,175
71
$157K 0.05%
2,177
-215
72
$142K 0.04%
1,180
73
$132K 0.04%
5,478
74
$103K 0.03%
1,170
75
$101K 0.03%
1,504
1 2
3
4 5