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
$460M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.86M
3
+$5.67M
4
IBM icon
IBM
IBM
+$5.61M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$5.56M

Top Sells

1
+$9.59M
2
+$6.59M
3
+$5.93M
4
MCK icon
McKesson
MCK
+$4.64M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.74M

Sector Composition

1 Financials 15.18%
2 Technology 10.44%
3 Healthcare 9.79%
4 Industrials 5.86%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 3.24%
169,565
+1,675
2
$14.7M 3.19%
212,646
+1,390
3
$14.4M 3.12%
230,442
+8,259
4
$11.9M 2.58%
230,521
+2,465
5
$11.3M 2.46%
314,776
+68,660
6
$10.6M 2.3%
+79,805
7
$10.2M 2.22%
155,164
+3,325
8
$9.93M 2.16%
421,059
+109,360
9
$9.85M 2.14%
88,039
+880
10
$9.51M 2.06%
170,785
+3,560
11
$9.44M 2.05%
275,550
+9,965
12
$9.34M 2.03%
74,946
-26,107
13
$9.16M 1.99%
62,413
+415
14
$8.92M 1.94%
69,552
-16,967
15
$8.88M 1.93%
54,149
-12,415
16
$8.85M 1.92%
49,437
+579
17
$8.6M 1.87%
76,763
-11,439
18
$8.19M 1.78%
184,305
+6,260
19
$7.83M 1.7%
47,008
+30
20
$7.65M 1.66%
62,865
-220
21
$7.59M 1.65%
210,475
-4,835
22
$7.58M 1.65%
63,358
-16,476
23
$7.51M 1.63%
84,544
-220
24
$7.16M 1.56%
221,698
+42,305
25
$6.66M 1.45%
84,125
-21,260
1
2 3 4 5