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
76
$542K 0.11%
12,518
-608
77
$320K 0.07%
2,228
78
$273K 0.06%
15,986
79
$168K 0.03%
1,800
80
$163K 0.03%
1,920
81
$162K 0.03%
1,195
82
$158K 0.03%
1,000
-176
83
$145K 0.03%
3,196
-330
84
$140K 0.03%
5,500
85
$137K 0.03%
670
86
$124K 0.03%
9,319
87
$121K 0.02%
914
88
$108K 0.02%
1,953
89
$103K 0.02%
1,828
90
$98K 0.02%
700
91
$94K 0.02%
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92
$88K 0.02%
830
93
$86K 0.02%
632
-35
94
$84K 0.02%
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95
$81K 0.02%
387
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96
$78K 0.02%
1,377
-704
97
$72K 0.01%
2,640
98
$70K 0.01%
860
99
$69K 0.01%
850
100
$69K 0.01%
1,570
-35
1 2 3
4
5