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
351
$1.13M 0.01%
13,688
+2,029
352
$1.1M 0.01%
36,349
+5,395
353
$1.1M 0.01%
6,620
+978
354
$1.1M 0.01%
39,631
-302,297
355
$1.08M 0.01%
27,849
+4,126
356
$1.07M 0.01%
2,026
+296
357
$1.06M 0.01%
22,019
+4,234
358
$1.05M 0.01%
4,468
+860
359
$1.03M 0.01%
12,684
-8,116
360
$959K 0.01%
18,597
+2,760
361
$952K 0.01%
14,230
-7,653
362
$934K 0.01%
24,358
+14,179
363
$931K 0.01%
12,098
+3,332
364
$887K 0.01%
25,749
-17,473
365
$885K 0.01%
14,098
-8,666
366
$865K 0.01%
11,210
-7,043
367
$861K 0.01%
1,303
+428
368
$827K 0.01%
15,741
+2,339
369
$795K 0.01%
2,553
+381
370
$735K 0.01%
29,422
-17,631
371
$690K 0.01%
4,329
+1,693
372
$658K 0.01%
17,615
+3,846
373
$641K 0.01%
133,311
+98,714
374
$637K 0.01%
14,406
+2,137
375
$631K 0.01%
22,243
+6,455
13 14
15
16 17