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
$825M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.1M
3
+$11.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$10.9M
5
LYB icon
LyondellBasell Industries
LYB
+$10.1M

Top Sells

1
+$20.9M
2
+$20.1M
3
+$11.6M
4
BK icon
Bank of New York Mellon
BK
+$11.3M
5
UPST icon
Upstart Holdings
UPST
+$10.9M

Sector Composition

1 Healthcare 28.33%
2 Technology 14.33%
3 Industrials 10.33%
4 Financials 7.08%
5 Materials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$991K 0.12%
2,627
-142
77
$983K 0.12%
9,255
+2,475
78
$891K 0.11%
15,083
-99
79
$823K 0.1%
3,053
80
$821K 0.1%
9,592
-5,373
81
$797K 0.1%
8,257
82
$770K 0.09%
14,683
83
$683K 0.08%
7,492
84
$650K 0.08%
13,474
85
$647K 0.08%
19,000
86
$502K 0.06%
1,047
87
$483K 0.06%
2,865
-78
88
$406K 0.05%
2,972
89
$375K 0.05%
2,300
90
$372K 0.05%
1,973
+45
91
$371K 0.05%
1,322
-38
92
$368K 0.04%
2,063
93
$351K 0.04%
5,583
-4
94
$332K 0.04%
15,841
-5,450
95
$329K 0.04%
3,255
-63
96
$283K 0.03%
2,600
-300
97
$283K 0.03%
2,865
98
$259K 0.03%
747
-96
99
$245K 0.03%
2,758
-120,506
100
$233K 0.03%
1,275
2 3
4
5 6