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
$460M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.86M
3
+$5.67M
4
IBM icon
IBM
IBM
+$5.61M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$5.56M

Top Sells

1
+$9.59M
2
+$6.59M
3
+$5.93M
4
MCK icon
McKesson
MCK
+$4.64M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.74M

Sector Composition

1 Financials 15.18%
2 Technology 10.44%
3 Healthcare 9.79%
4 Industrials 5.86%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.01%
600
102
$45K 0.01%
645
103
$44K 0.01%
1,717
104
$44K 0.01%
333
105
$43K 0.01%
+4,344
106
$42K 0.01%
370
-30
107
– –
-12,000
108
– –
-900
109
– –
-1,769
110
– –
-1,908
111
– –
-820
112
– –
-1,772
113
– –
-441
114
– –
-3,568
115
– –
-735
116
– –
-875
117
– –
-1,499
1 2 3 4
5