VC

Vestor Capital Portfolio holdings

AUM $1.56B
1-Year Est. Return 44.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.13%
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
State Street Energy Select Sector SPDR ETF
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
201
$44K 0.01%
18,450
202
$44K 0.01%
1,057
-272,107
203
$43K 0.01%
1,816
204
$41K 0.01%
2,500
205
$41K 0.01%
327
206
$41K 0.01%
408
207
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-50,154
208
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-500
209
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-75
210
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-566
211
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213
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214
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-12,110
215
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-36,522
216
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217
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-2,500
218
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-820
219
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220
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222
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223
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224
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-1,175
225
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6 7 8
9
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