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
$512M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.53M
3
+$7.6M
4
LLY icon
Eli Lilly
LLY
+$6.46M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$6.95M
2
+$6.37M
3
+$5.81M
4
LYB icon
LyondellBasell Industries
LYB
+$5.51M
5
PSX icon
Phillips 66
PSX
+$5.49M

Sector Composition

1 Technology 23.63%
2 Healthcare 15.36%
3 Financials 13.74%
4 Communication Services 10.54%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.01%
493
127
$45K 0.01%
313
-17
128
$45K 0.01%
677
-200
129
$43K 0.01%
2,718
130
$42K 0.01%
600
131
$42K 0.01%
350
132
$41K 0.01%
300
133
$41K 0.01%
380
134
$41K 0.01%
1,900
135
– –
-1,202
136
– –
-3,000
137
– –
-3,660
138
– –
-35,375
139
– –
-22,917
140
– –
-894
141
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-482
142
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-42,392
143
– –
-37,157
144
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-947
145
– –
-1,250
146
– –
-643
147
– –
-932
148
– –
-160,482
149
– –
-202,650
150
– –
-58,279
3 4 5
6
7