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
$592M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.09M
3
+$5.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.22M
5
MCD icon
McDonald's
MCD
+$4.14M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.41M

Sector Composition

1 Technology 15.96%
2 Financials 15.37%
3 Healthcare 13.36%
4 Industrials 11.28%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.62%
64,366
-2,817
52
$3.62M 0.61%
73,235
+4,255
53
$3.45M 0.58%
80,568
+2,470
54
$3.11M 0.52%
75,390
+1,199
55
$2.85M 0.48%
189,197
+89,703
56
$2.8M 0.47%
+105,417
57
$2.75M 0.46%
100,310
-3,275
58
$2.71M 0.46%
18,067
-6,396
59
$2.6M 0.44%
+94,100
60
$2.56M 0.43%
63,684
-284,281
61
$2.51M 0.42%
28,940
+520
62
$2.35M 0.4%
15,042
63
$2.08M 0.35%
62,097
-5,005
64
$1.87M 0.32%
6
+1
65
$1.53M 0.26%
64,321
66
$1.45M 0.25%
22,441
-5,426
67
$1.32M 0.22%
17,442
+1,335
68
$940K 0.16%
18,974
+692
69
$732K 0.12%
2,465
+1,188
70
$602K 0.1%
13,859
71
$416K 0.07%
5,897
-32,106
72
$412K 0.07%
4,373
+44
73
$400K 0.07%
4,283
+1,200
74
$356K 0.06%
2,228
75
$348K 0.06%
+3,500
1 2
3
4 5