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
$343M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$582K
3
+$443K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$292K
5
CVS icon
CVS Health
CVS
+$279K

Top Sells

1
+$1.91M
2
+$1.46M
3
+$1.41M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$998K
5
JPM icon
JPMorgan Chase
JPM
+$568K

Sector Composition

1 Healthcare 23.12%
2 Financials 14.88%
3 Industrials 11.29%
4 Technology 8.29%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-480
102
– –
-1,686
103
– –
-845
104
– –
-18,884
105
– –
-1,775
106
– –
-1,005
107
– –
-1,393
1 2 3 4
5