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
$342M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$11.7M
3 +$7.11M
4
UNH icon
UnitedHealth
UNH
+$3.65M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.79M

Top Sells

1 +$8.92M
2 +$5.51M
3 +$2.76M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$406K
5
MCD icon
McDonald's
MCD
+$367K

Sector Composition

1 Healthcare 19.99%
2 Financials 17.12%
3 Industrials 14.3%
4 Technology 8.12%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$51K 0.01%
+480
102
$48K 0.01%
+809
103
$47K 0.01%
+1,768
104
$46K 0.01%
+752
105
$45K 0.01%
+598
106
$44K 0.01%
+423
107
$43K 0.01%
+1,449
108
$40K 0.01%
1,450
-99,971
109
-745
110
-1,202