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
176
$60K 0.01%
532
177
$56K 0.01%
850
178
$56K 0.01%
419
179
$56K 0.01%
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180
$55K 0.01%
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181
$55K 0.01%
295
182
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183
$54K 0.01%
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184
$52K 0.01%
350
185
$51K 0.01%
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186
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80
187
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188
$49K 0.01%
382
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$48K 0.01%
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190
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302
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337
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$47K 0.01%
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200
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610