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
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.53M
3
+$7.6M
4
LLY icon
Eli Lilly
LLY
+$6.46M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$6.95M
2
+$6.37M
3
+$5.81M
4
LYB icon
LyondellBasell Industries
LYB
+$5.51M
5
PSX icon
Phillips 66
PSX
+$5.49M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.49%
+44,729
52
$2.47M 0.48%
104,230
-6,520
53
$2.37M 0.46%
51,724
-519
54
$2.23M 0.44%
99,691
-2,040
55
$2.14M 0.42%
15,042
56
$2.08M 0.41%
46,331
-14,928
57
$2.06M 0.4%
85,356
-24,919
58
$2M 0.39%
+23,355
59
$1.77M 0.35%
+10,228
60
$1.69M 0.33%
8,487
-6
61
$1.67M 0.33%
92,771
-11,435
62
$1.63M 0.32%
6
63
$1.55M 0.3%
46,310
-16,970
64
$1.46M 0.29%
8,008
+182
65
$1.4M 0.27%
60,908
-3,413
66
$1.39M 0.27%
59,210
-107
67
$1.31M 0.26%
+9,691
68
$985K 0.19%
+41,970
69
$956K 0.19%
12,550
-6,341
70
$815K 0.16%
20,142
-660
71
$733K 0.14%
22,308
-283
72
$520K 0.1%
7,089
-31
73
$489K 0.1%
6,483
74
$467K 0.09%
14,129
+270
75
$419K 0.08%
2,807
-22,689
1 2
3
4 5