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
$592M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.09M
3
+$5.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.22M
5
MCD icon
McDonald's
MCD
+$4.14M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.41M

Sector Composition

1 Technology 15.96%
2 Financials 15.37%
3 Healthcare 13.36%
4 Industrials 11.28%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$95K 0.02%
1,505
-295
102
$95K 0.02%
1,874
-50
103
$93K 0.02%
728
104
$92K 0.02%
1,417
+596
105
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2,640
106
$76K 0.01%
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107
$76K 0.01%
850
108
$73K 0.01%
730
109
$70K 0.01%
2,000
110
$65K 0.01%
300
111
$63K 0.01%
2,250
112
$61K 0.01%
1,259
113
$61K 0.01%
+1,364
114
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+1,160
115
$59K 0.01%
960
116
$57K 0.01%
663
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117
$56K 0.01%
432
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118
$56K 0.01%
643
119
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120
$53K 0.01%
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121
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122
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300
123
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124
$48K 0.01%
932
125
$47K 0.01%
1,500
-510
2 3 4
5
6