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
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.53M
3
+$7.6M
4
LLY icon
Eli Lilly
LLY
+$6.46M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$6.95M
2
+$6.37M
3
+$5.81M
4
LYB icon
LyondellBasell Industries
LYB
+$5.51M
5
PSX icon
Phillips 66
PSX
+$5.49M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91K 0.02%
1,560
+600
102
$91K 0.02%
1,705
-102,883
103
$89K 0.02%
728
104
$84K 0.02%
1,900
-131,526
105
$82K 0.02%
2,669
106
$80K 0.02%
2,640
107
$79K 0.02%
+550
108
$74K 0.01%
3,032
109
$71K 0.01%
+270
110
$70K 0.01%
715
-70,994
111
$67K 0.01%
2,765
112
$66K 0.01%
850
113
$66K 0.01%
685
+3
114
$64K 0.01%
300
115
$63K 0.01%
730
116
$62K 0.01%
+400
117
$58K 0.01%
526
118
$58K 0.01%
2,000
119
$57K 0.01%
428
120
$51K 0.01%
578
121
$50K 0.01%
+435
122
$50K 0.01%
2,475
-139,425
123
$49K 0.01%
684
124
$48K 0.01%
1,668
-206
125
$47K 0.01%
2,250
3 4
5
6 7