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
$567M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.68M
3
+$3.54M
4
BA icon
Boeing
BA
+$3.5M
5
PYPL icon
PayPal
PYPL
+$3.38M

Top Sells

1
+$11.8M
2
+$5.38M
3
+$4.29M
4
MDT icon
Medtronic
MDT
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Financials 15.16%
2 Healthcare 14.57%
3 Technology 14.37%
4 Industrials 10.84%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.01%
2,250
-500
102
$61K 0.01%
775
103
$61K 0.01%
695
-98
104
$60K 0.01%
1,172
-610
105
$60K 0.01%
+2,010
106
$59K 0.01%
22,500
107
$57K 0.01%
1,212
108
$56K 0.01%
1,259
-200
109
$56K 0.01%
643
110
$54K 0.01%
1,569
111
$53K 0.01%
395
112
$52K 0.01%
960
-200
113
$50K 0.01%
300
114
$49K 0.01%
1,138
-1,480
115
$49K 0.01%
821
116
$48K 0.01%
841
-1,558
117
$46K 0.01%
+693
118
$46K 0.01%
932
119
$46K 0.01%
853
120
$46K 0.01%
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121
$45K 0.01%
415
-49,591
122
$44K 0.01%
344
123
$44K 0.01%
750
124
$42K 0.01%
275
-750
125
$42K 0.01%
224
3 4
5
6 7