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
326
$1.42M 0.02%
+14,352
327
$1.42M 0.02%
22,712
+4,368
328
$1.4M 0.02%
+26,899
329
$1.39M 0.02%
+24,622
330
$1.39M 0.02%
20,720
+4,076
331
$1.38M 0.02%
+14,691
332
$1.36M 0.02%
23,707
-17,412
333
$1.32M 0.02%
29,159
+5,610
334
$1.31M 0.02%
+40,530
335
$1.31M 0.02%
5,192
+771
336
$1.3M 0.02%
+8,749
337
$1.3M 0.02%
+34,399
338
$1.29M 0.02%
71,331
-48,563
339
$1.27M 0.02%
19,981
-9,024
340
$1.24M 0.02%
24,266
-14,079
341
$1.23M 0.02%
21,552
-15,534
342
$1.22M 0.02%
15,045
+2,233
343
$1.21M 0.02%
14,543
+2,798
344
$1.2M 0.02%
70,607
-47,815
345
$1.19M 0.02%
45,927
-28,048
346
$1.18M 0.02%
4,647
+690
347
$1.18M 0.02%
49,759
-33,873
348
$1.17M 0.02%
10,432
+1,550
349
$1.16M 0.02%
29,235
-24,409
350
$1.14M 0.01%
47,930
-32,085
12 13
14
15 16