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
$343M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$582K
3
+$443K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$292K
5
CVS icon
CVS Health
CVS
+$279K

Top Sells

1
+$1.91M
2
+$1.46M
3
+$1.41M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$998K
5
JPM icon
JPMorgan Chase
JPM
+$568K

Sector Composition

1 Healthcare 23.12%
2 Financials 14.88%
3 Industrials 11.29%
4 Technology 8.29%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.47%
55,635
+480
52
$1.53M 0.45%
56,578
+3,948
53
$1.32M 0.39%
29,885
54
$1.23M 0.36%
11,986
55
$1.11M 0.32%
48,456
-945
56
$1.07M 0.31%
5
57
$799K 0.23%
22,000
58
$610K 0.18%
11,566
-1,600
59
$582K 0.17%
16,999
-29,142
60
$481K 0.14%
8,420
+1,861
61
$466K 0.14%
12,700
+42
62
$443K 0.13%
+15,986
63
$349K 0.1%
13,513
64
$253K 0.07%
1,749
-424
65
$189K 0.06%
2,245
66
$151K 0.04%
1,485
-313
67
$143K 0.04%
1,180
68
$136K 0.04%
4,878
-600
69
$123K 0.04%
2,100
-900
70
$119K 0.03%
1,901
-1,198
71
$119K 0.03%
1,210
+40
72
$99K 0.03%
5,500
73
$98K 0.03%
441
74
$93K 0.03%
1,840
-2,624
75
$76K 0.02%
600
1 2
3
4 5