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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$346K 0.03%
5,587
102
$291K 0.03%
9,618
-355
103
$275K 0.03%
16,284
+366
104
$273K 0.03%
1,275
-50
105
$269K 0.03%
2,865
106
$249K 0.02%
4,988
107
$232K 0.02%
15,899
108
$231K 0.02%
4,430
109
$230K 0.02%
1,678
-295
110
$215K 0.02%
903
111
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4,700
-100
112
$207K 0.02%
+12,661
113
$204K 0.02%
1,642
-12
114
$195K 0.02%
3,110
115
$192K 0.02%
1,206
116
$189K 0.02%
728
117
$186K 0.02%
3,271
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118
$173K 0.02%
1,405
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119
$171K 0.02%
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120
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121
$164K 0.02%
1,000
-500
122
$161K 0.02%
585
123
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2,785
124
$155K 0.02%
515
-160
125
$153K 0.02%
4,860
3 4
5
6 7