VC

Vestor Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 36.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$5.49M
3
+$2.94M
4
ORCL icon
Oracle
ORCL
+$2.23M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.12M

Top Sells

1
+$8.52M
2
+$5.02M
3
+$3.62M
4
SLB icon
SLB Ltd
SLB
+$3.59M
5
PSX icon
Phillips 66
PSX
+$3.34M

Sector Composition

1 Healthcare 17.11%
2 Financials 13.32%
3 Technology 13.16%
4 Industrials 6.53%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-549
127
– –
-177
128
– –
-4,000
129
– –
-513
130
– –
-3,925
131
– –
-3,398
2 3 4 5
6