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
$281M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.7M
3
+$3.48M
4
CVS icon
CVS Health
CVS
+$3.33M
5
BAC icon
Bank of America
BAC
+$2.58M

Top Sells

1
+$6.5M
2
+$4.23M
3
+$3.96M
4
SNY icon
Sanofi
SNY
+$3.49M
5
LH icon
Labcorp
LH
+$3.25M

Sector Composition

1 Financials 19.63%
2 Healthcare 18.26%
3 Industrials 15.12%
4 Technology 11.63%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.96M 3.54%
232,386
+5,248
2
$9.84M 3.5%
100,124
+15,295
3
$9.64M 3.43%
128,756
+44,459
4
$9.17M 3.26%
151,013
+1,977
5
$9.07M 3.22%
92,492
+1,180
6
$8.24M 2.93%
165,591
+6,277
7
$7.96M 2.83%
81,445
+2,540
8
$7.8M 2.77%
306,216
+3,861
9
$7.64M 2.71%
78,583
+851
10
$7.31M 2.6%
189,818
+5,650
11
$7.29M 2.59%
244,732
+6,133
12
$7.14M 2.54%
85,572
+3,120
13
$7.01M 2.49%
38,086
+789
14
$6.55M 2.33%
74,113
+1,618
15
$6.3M 2.24%
64,662
+37,995
16
$6.19M 2.2%
63,167
-1,361
17
$5.78M 2.05%
46,248
-1,540
18
$5.56M 1.98%
44,842
+2,098
19
$5.56M 1.98%
+139,021
20
$5.41M 1.92%
67,105
+2,559
21
$5.18M 1.84%
55,190
+12,590
22
$5.15M 1.83%
73,228
+5,056
23
$5.09M 1.81%
120,952
+5,836
24
$5.03M 1.79%
28,506
+206
25
$4.93M 1.75%
54,736
-80
1
2 3