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
$592M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.09M
3
+$5.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.22M
5
MCD icon
McDonald's
MCD
+$4.14M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.41M

Sector Composition

1 Technology 15.96%
2 Financials 15.37%
3 Healthcare 13.36%
4 Industrials 11.28%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.05%
6,542
77
$274K 0.05%
1,650
-64,524
78
$273K 0.05%
3,398
+2,049
79
$258K 0.04%
15,986
80
$189K 0.03%
+4,975
81
$186K 0.03%
5,445
+3,814
82
$180K 0.03%
3,315
+2,143
83
$169K 0.03%
587
-50
84
$168K 0.03%
+13,050
85
$168K 0.03%
1,185
+790
86
$158K 0.03%
1,135
-52
87
$158K 0.03%
2,075
+1,300
88
$157K 0.03%
3,056
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89
$152K 0.03%
2,752
+1,899
90
$142K 0.02%
365
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91
$134K 0.02%
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92
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93
$113K 0.02%
599
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94
$111K 0.02%
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95
$108K 0.02%
550
96
$105K 0.02%
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97
$103K 0.02%
2,512
+1,300
98
$102K 0.02%
3,520
99
$101K 0.02%
+6,510
100
$97K 0.02%
1,102
-73
2 3
4
5 6