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
151
$81K 0.01%
1,937
152
$79K 0.01%
2,050
-125
153
$79K 0.01%
1,108
154
$76K 0.01%
696
155
$76K 0.01%
+5,696
156
$76K 0.01%
2,719
157
$75K 0.01%
2,009
158
$74K 0.01%
511
+29
159
$73K 0.01%
2,573
-175
160
$72K 0.01%
500
161
$71K 0.01%
358
+25
162
$70K 0.01%
320
163
$70K 0.01%
+2,804
164
$70K 0.01%
350
165
$68K 0.01%
240
166
$68K 0.01%
1,493
167
$67K 0.01%
+800
168
$67K 0.01%
927
169
$66K 0.01%
3,108
170
$65K 0.01%
275
171
$64K 0.01%
1,400
172
$61K 0.01%
355
173
$61K 0.01%
1,127
174
$60K 0.01%
2,718
175
$60K 0.01%
1,900
5 6
7
8 9