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
76
$185K 0.04%
2,225
-1,000
77
$166K 0.04%
1,355
78
$164K 0.04%
1,180
79
$159K 0.03%
2,000
80
$156K 0.03%
2,185
-400
81
$153K 0.03%
1,953
-122,407
82
$132K 0.03%
1,170
83
$130K 0.03%
5,500
84
$128K 0.03%
9,319
85
$113K 0.02%
3,603
-600
86
$88K 0.02%
+1,980
87
$85K 0.02%
700
88
$82K 0.02%
+487
89
$72K 0.02%
2,213
90
$68K 0.01%
+1,590
91
$64K 0.01%
860
-40
92
$63K 0.01%
766
93
$63K 0.01%
575
94
$62K 0.01%
+1,475
95
$61K 0.01%
1,050
-150
96
$59K 0.01%
1,484
97
$55K 0.01%
+1,402
98
$54K 0.01%
+1,821
99
$53K 0.01%
2,250
100
$52K 0.01%
1,175
1 2 3
4
5