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
$353M
AUM Growth
+$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.25M
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$220K
5
AZO icon
AutoZone
AZO
+$190K

Top Sells

1
+$2.84M
2
+$550K
3
+$119K
4
MDT icon
Medtronic
MDT
+$106K
5
JPM icon
JPMorgan Chase
JPM
+$89.5K

Sector Composition

1 Healthcare 22.52%
2 Financials 14.53%
3 Industrials 11.53%
4 Technology 9.08%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.51%
56,658
+80
52
$1.67M 0.47%
55,890
+255
53
$1.52M 0.43%
29,885
54
$1.25M 0.35%
11,986
55
$1.08M 0.31%
5
56
$1.04M 0.29%
43,491
-4,965
57
$944K 0.27%
22,000
58
$556K 0.16%
10,486
-1,080
59
$555K 0.16%
16,167
-832
60
$521K 0.15%
8,420
61
$496K 0.14%
13,088
+388
62
$448K 0.13%
15,986
63
$373K 0.11%
13,513
64
$261K 0.07%
1,801
+52
65
$200K 0.06%
2,901
+1,000
66
$187K 0.05%
2,245
67
$151K 0.04%
1,435
-50
68
$146K 0.04%
1,180
69
$120K 0.03%
4,578
-300
70
$119K 0.03%
1,170
-40
71
$113K 0.03%
2,100
72
$109K 0.03%
441
73
$101K 0.03%
1,840
74
$97K 0.03%
5,500
75
$77K 0.02%
1,019
-30
1 2
3
4