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
$825M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.1M
3
+$11.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$10.9M
5
LYB icon
LyondellBasell Industries
LYB
+$10.1M

Top Sells

1
+$20.9M
2
+$20.1M
3
+$11.6M
4
BK icon
Bank of New York Mellon
BK
+$11.3M
5
UPST icon
Upstart Holdings
UPST
+$10.9M

Sector Composition

1 Healthcare 28.33%
2 Technology 14.33%
3 Industrials 10.33%
4 Financials 7.08%
5 Materials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.78M 0.58%
90,468
-1,832
52
$4.47M 0.54%
15,540
+3
53
$4.45M 0.54%
+37,808
54
$4.15M 0.5%
68,799
-446
55
$4.07M 0.49%
268,730
-423,790
56
$3.87M 0.47%
+91,770
57
$3.65M 0.44%
80,600
-615
58
$3.17M 0.38%
34,256
-759
59
$2.81M 0.34%
+120,619
60
$2.7M 0.33%
137,643
+58,271
61
$2.67M 0.32%
14,656
62
$2.52M 0.31%
281,079
-116,153
63
$2.51M 0.3%
64,298
-1,024
64
$2.45M 0.3%
6
65
$2.45M 0.3%
233,621
+874
66
$2.32M 0.28%
13,790
-26,629
67
$2.26M 0.27%
58,690
68
$2.15M 0.26%
5,860
+5,708
69
$2.04M 0.25%
72,460
-578
70
$2M 0.24%
+5,212
71
$1.93M 0.23%
25,214
-32,074
72
$1.72M 0.21%
6,291
-85
73
$1.72M 0.21%
7,638
+99
74
$1.42M 0.17%
17,706
75
$1.14M 0.14%
24,780
1 2
3
4 5