VF

Vest Financial Portfolio holdings

AUM $8.33B
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.66B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$17.9M
3
+$16.4M
4
MSFT icon
Microsoft
MSFT
+$15.3M
5
WSM icon
Williams-Sonoma
WSM
+$15.3M

Top Sells

1
+$23.8M
2
+$21.8M
3
+$21.6M
4
EMR icon
Emerson Electric
EMR
+$20.7M
5
BEN icon
Franklin Resources
BEN
+$17M

Sector Composition

1 Financials 20.98%
2 Industrials 17.11%
3 Technology 15.37%
4 Consumer Staples 12.27%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.43M 0.04%
20,507
+9,881
252
$3.41M 0.04%
28,644
+4,247
253
$3.38M 0.04%
18,360
+3,500
254
$3.38M 0.04%
21,239
+4,087
255
$3.24M 0.04%
7,087
+2,597
256
$3.21M 0.04%
9,312
+5,105
257
$3.2M 0.04%
18,531
-3,884
258
$3.17M 0.04%
17,850
+2,582
259
$3.14M 0.04%
13,294
+3,556
260
$3.11M 0.04%
19,128
-2,022
261
$3.11M 0.04%
15,492
+2,297
262
$3.04M 0.04%
6,085
+1,229
263
$3.03M 0.04%
6,097
+3,527
264
$3.03M 0.04%
6,616
+1,274
265
$2.98M 0.04%
86,935
-11,845
266
$2.91M 0.04%
115,531
+64,433
267
$2.86M 0.04%
181,389
+70,006
268
$2.84M 0.04%
74,174
+43,312
269
$2.84M 0.04%
11,870
+4,332
270
$2.81M 0.04%
44,226
-9,808
271
$2.81M 0.04%
81,435
+27,184
272
$2.81M 0.04%
44,164
-9,062
273
$2.8M 0.04%
44,800
+6,646
274
$2.77M 0.04%
7,862
+1,503
275
$2.73M 0.04%
42,429
+25,510
9 10
11
12 13