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
126
$128K 0.02%
4,860
127
$127K 0.02%
585
128
$126K 0.02%
3,175
-96
129
$125K 0.02%
1,560
130
$125K 0.02%
1,000
131
$123K 0.01%
1,279
132
$120K 0.01%
865
-16,657
133
$119K 0.01%
2,785
134
$117K 0.01%
3,494
135
$116K 0.01%
1,415
136
$116K 0.01%
9,319
137
$112K 0.01%
480
138
$106K 0.01%
684
139
$105K 0.01%
621
-45
140
$103K 0.01%
515
141
$99K 0.01%
853
142
$98K 0.01%
300
143
$95K 0.01%
1,000
144
$93K 0.01%
915
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145
$91K 0.01%
550
-4
146
$90K 0.01%
428
147
$90K 0.01%
655
+208
148
$89K 0.01%
300
-50
149
$83K 0.01%
600
150
$83K 0.01%
644
4 5
6
7 8