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
$851M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$10.8M
4
V icon
Visa
V
+$10.7M
5
MRVL icon
Marvell Technology
MRVL
+$9.06M

Top Sells

1
+$18.2M
2
+$14.3M
3
+$12.2M
4
LLY icon
Eli Lilly
LLY
+$11.4M
5
UNP icon
Union Pacific
UNP
+$10.4M

Sector Composition

1 Technology 25.18%
2 Healthcare 18.6%
3 Financials 8.67%
4 Energy 7.59%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.02%
16,493
127
$204K 0.02%
4,582
-187
128
$202K 0.02%
1,450
129
$199K 0.02%
1,218
-107
130
$196K 0.02%
1,882
-141
131
$191K 0.02%
1,415
-15
132
$189K 0.02%
2,478
-697
133
$189K 0.02%
661
134
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1,853
-52
135
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136
$181K 0.02%
12,548
137
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1,727
+1
138
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903
139
$167K 0.02%
5,822
-242,327
140
$165K 0.02%
2,442
141
$160K 0.02%
3,053
-136
142
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2,546
143
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144
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911
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145
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146
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147
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148
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149
$145K 0.02%
12,917
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150
$143K 0.02%
586
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4 5
6
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