VC

Vestor Capital Portfolio holdings

AUM $1.56B
1-Year Est. Return 44.13%
This Quarter Est. Return
1 Year Est. Return
+44.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.09M
3
+$5.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.22M
5
MCD icon
McDonald's
MCD
+$4.14M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.41M

Sector Composition

1 Technology 15.96%
2 Financials 15.37%
3 Healthcare 13.36%
4 Industrials 11.28%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.01%
+1,073
127
$44K 0.01%
344
128
$44K 0.01%
+713
129
$44K 0.01%
750
130
$43K 0.01%
350
131
$42K 0.01%
+3,000
132
$42K 0.01%
+1,250
133
$41K 0.01%
275
134
$41K 0.01%
415
135
$41K 0.01%
+700
136
$40K 0.01%
987
-7,046
137
$40K 0.01%
+625
138
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-764
139
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140
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143
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148
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