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
$492M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.21M
3
+$2.85M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.3M
5
ACN icon
Accenture
ACN
+$1.73M

Top Sells

1
+$3.73M
2
+$3.72M
3
+$2.82M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.07M
5
AMAT icon
Applied Materials
AMAT
+$1.83M

Sector Composition

1 Technology 15.58%
2 Financials 14.38%
3 Healthcare 14.2%
4 Industrials 7.61%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.58%
19,525
-10
52
$2.85M 0.58%
+62,570
53
$2.81M 0.57%
65,224
+1,014
54
$2.58M 0.53%
29,652
-233
55
$2.51M 0.51%
14,763
-21,938
56
$2.5M 0.51%
11,352
+2,470
57
$2.44M 0.5%
29,937
+320
58
$2.43M 0.49%
23,689
-85
59
$2.4M 0.49%
48,930
-260
60
$2.36M 0.48%
30,181
-47,622
61
$2.28M 0.46%
12,273
-147
62
$2.22M 0.45%
66,760
+570
63
$2.15M 0.44%
48,954
-675
64
$2.11M 0.43%
10,200
+10
65
$1.86M 0.38%
13,923
-2,150
66
$1.73M 0.35%
+10,554
67
$1.66M 0.34%
11,986
68
$1.66M 0.34%
17,921
69
$1.56M 0.32%
13,500
-125
70
$1.41M 0.29%
5
71
$1.38M 0.28%
16,985
-1,955
72
$1.03M 0.21%
10,353
-190
73
$968K 0.2%
21,475
-595
74
$741K 0.15%
8,714
75
$612K 0.12%
13,513
1 2
3
4 5