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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.16%
17,706
77
$1.32M 0.13%
24,780
-76
78
$1.25M 0.12%
2,769
+114
79
$1.24M 0.12%
14,965
+1,250
80
$1.11M 0.11%
6,780
-79,100
81
$998K 0.1%
15,182
-420
82
$994K 0.1%
3,053
83
$962K 0.1%
8,257
-66
84
$869K 0.09%
19,000
85
$760K 0.08%
14,683
-180
86
$615K 0.06%
7,492
-100
87
$606K 0.06%
13,474
+11,974
88
$603K 0.06%
1,047
89
$602K 0.06%
1,225
90
$569K 0.06%
2,972
-400
91
$554K 0.06%
3,318
-64
92
$532K 0.05%
2,943
+78
93
$493K 0.05%
1,360
+31
94
$439K 0.04%
1,928
+177
95
$434K 0.04%
12,177
96
$403K 0.04%
2,900
+300
97
$402K 0.04%
2,300
98
$380K 0.04%
21,291
-337
99
$379K 0.04%
2,063
100
$350K 0.03%
843
2 3
4
5 6