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
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.53M
3
+$7.6M
4
LLY icon
Eli Lilly
LLY
+$6.46M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$6.95M
2
+$6.37M
3
+$5.81M
4
LYB icon
LyondellBasell Industries
LYB
+$5.51M
5
PSX icon
Phillips 66
PSX
+$5.49M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.07%
1,369
-56
77
$336K 0.07%
2,228
78
$327K 0.06%
10,545
-268
79
$310K 0.06%
4,329
-44
80
$231K 0.05%
1,475
81
$207K 0.04%
5,440
-7,219
82
$206K 0.04%
2,828
-530
83
$199K 0.04%
3,674
+740
84
$199K 0.04%
4,350
-100
85
$192K 0.04%
3,827
86
$185K 0.04%
1,624
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87
$183K 0.04%
4,730
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88
$177K 0.03%
5,000
89
$174K 0.03%
2,878
90
$167K 0.03%
587
91
$152K 0.03%
1,185
92
$151K 0.03%
15,986
93
$132K 0.03%
1,765
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94
$128K 0.03%
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95
$119K 0.02%
350
96
$116K 0.02%
1,098
97
$109K 0.02%
1,353
98
$108K 0.02%
4,104
+281
99
$96K 0.02%
734
+184
100
$92K 0.02%
484
-115
2 3
4
5 6