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
$825M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.1M
3
+$11.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$10.9M
5
LYB icon
LyondellBasell Industries
LYB
+$10.1M

Top Sells

1
+$20.9M
2
+$20.1M
3
+$11.6M
4
BK icon
Bank of New York Mellon
BK
+$11.3M
5
UPST icon
Upstart Holdings
UPST
+$10.9M

Sector Composition

1 Healthcare 28.33%
2 Technology 14.33%
3 Industrials 10.33%
4 Financials 7.08%
5 Materials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.03%
7,942
-4,235
102
$209K 0.03%
9,618
103
$209K 0.03%
4,988
104
$193K 0.02%
3,110
105
$191K 0.02%
15,899
106
$187K 0.02%
12,661
107
$185K 0.02%
903
108
$185K 0.02%
4,430
109
$178K 0.02%
1,642
110
$178K 0.02%
4,700
111
$176K 0.02%
1,305
-100
112
$173K 0.02%
1,828
+150
113
$173K 0.02%
15,518
-766
114
$167K 0.02%
2,367
115
$164K 0.02%
728
116
$157K 0.02%
10,000
117
$154K 0.02%
955
-14,326
118
$154K 0.02%
1,450
+600
119
$153K 0.02%
1,206
120
$147K 0.02%
+2,598
121
$145K 0.02%
1,353
122
$144K 0.02%
2,446
123
$141K 0.02%
1,000
124
$141K 0.02%
1,715
125
$131K 0.02%
1,719
-150
3 4
5
6 7