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
$460M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.86M
3
+$5.67M
4
IBM icon
IBM
IBM
+$5.61M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$5.56M

Top Sells

1
+$9.59M
2
+$6.59M
3
+$5.93M
4
MCK icon
McKesson
MCK
+$4.64M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.74M

Sector Composition

1 Financials 15.18%
2 Technology 10.44%
3 Healthcare 9.79%
4 Industrials 5.86%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.76M 0.6%
95,430
-75
52
$2.72M 0.59%
19,150
+320
53
$2.68M 0.58%
36,764
-81,348
54
$2.67M 0.58%
+38,455
55
$2.44M 0.53%
3,377
-2,951
56
$2.13M 0.46%
+22,440
57
$2.13M 0.46%
+47,460
58
$2.07M 0.45%
29,885
59
$2.05M 0.45%
19,142
+390
60
$1.92M 0.42%
58,905
+255
61
$1.85M 0.4%
+62,785
62
$1.82M 0.4%
+670,200
63
$1.59M 0.35%
11,986
64
$1.31M 0.29%
15,890
+15,390
65
$1.25M 0.27%
46,686
+990
66
$1.25M 0.27%
5
67
$1.21M 0.26%
+10,770
68
$780K 0.17%
19,798
+3,766
69
$533K 0.12%
8,175
+404
70
$465K 0.1%
13,513
71
$344K 0.07%
15,986
72
$274K 0.06%
5,206
-540
73
$266K 0.06%
3,390
-40,663
74
$216K 0.05%
1,460
-31,355
75
$199K 0.04%
1,394
-46,196
1 2
3
4 5