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
$829M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$9.6M
3
+$8.56M
4
WBA
Walgreens Boots Alliance
WBA
+$6.56M
5
VMC icon
Vulcan Materials
VMC
+$5.46M

Top Sells

1
+$12.6M
2
+$10.2M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$7.34M
5
AMZN icon
Amazon
AMZN
+$6.14M

Sector Composition

1 Healthcare 26.06%
2 Technology 12.74%
3 Industrials 11.67%
4 Energy 10.89%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$708K 0.09%
19,000
102
$667K 0.08%
7,936
-73,038
103
$597K 0.07%
3,521
104
$590K 0.07%
3,099
+127
105
$551K 0.07%
13,474
106
$492K 0.06%
7,736
+48
107
$486K 0.06%
2,069
+6
108
$476K 0.06%
1,043
-5,201
109
$431K 0.05%
23,397
+4,986
110
$425K 0.05%
26,021
-10,799
111
$390K 0.05%
3,855
+765
112
$386K 0.05%
2,048
+8
113
$377K 0.05%
1,973
114
$352K 0.04%
3,255
115
$352K 0.04%
1,321
116
$266K 0.03%
3,014
+394
117
$262K 0.03%
747
118
$259K 0.03%
3,887
+677
119
$249K 0.03%
1,430
+155
120
$238K 0.03%
1,325
+176
121
$226K 0.03%
12,548
122
$224K 0.03%
1,141
+39
123
$219K 0.03%
4,988
124
$218K 0.03%
4,769
+339
125
$216K 0.03%
1,589
+150
3 4
5
6 7