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
$567M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.68M
3
+$3.54M
4
BA icon
Boeing
BA
+$3.5M
5
PYPL icon
PayPal
PYPL
+$3.38M

Top Sells

1
+$11.8M
2
+$5.38M
3
+$4.29M
4
MDT icon
Medtronic
MDT
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Financials 15.16%
2 Healthcare 14.57%
3 Technology 14.37%
4 Industrials 10.84%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$157K 0.03%
1,187
-2,220
77
$131K 0.02%
2,741
-247,273
78
$130K 0.02%
9,319
79
$129K 0.02%
355
-10
80
$122K 0.02%
1,800
+50
81
$118K 0.02%
1,339
-286
82
$108K 0.02%
1,349
+79
83
$107K 0.02%
+3,520
84
$104K 0.02%
795
-100
85
$99K 0.02%
1,175
-635
86
$96K 0.02%
550
87
$92K 0.02%
728
-639
88
$91K 0.02%
1,924
-1,843
89
$90K 0.02%
484
-90
90
$88K 0.02%
1,073
+13
91
$85K 0.02%
+764
92
$79K 0.01%
850
93
$79K 0.01%
2,640
94
$75K 0.01%
2,000
-150
95
$74K 0.01%
+411
96
$73K 0.01%
730
-130
97
$67K 0.01%
1,631
+613
98
$67K 0.01%
1,490
99
$64K 0.01%
457
-531
100
$63K 0.01%
300
2 3
4
5 6