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
376
$533K 0.01%
6,009
+1,628
377
$472K 0.01%
3,242
-180
378
$467K 0.01%
4,256
+702
379
$463K 0.01%
5,642
+2,190
380
$460K 0.01%
+10,238
381
$408K 0.01%
49,382
+26,300
382
$375K ﹤0.01%
1,379
+398
383
$363K ﹤0.01%
5,397
+594
384
$351K ﹤0.01%
1,315
+602
385
$342K ﹤0.01%
2,090
+406
386
$333K ﹤0.01%
+2,402
387
$327K ﹤0.01%
+3,604
388
$327K ﹤0.01%
536
+103
389
$319K ﹤0.01%
894
+232
390
$305K ﹤0.01%
+38
391
$304K ﹤0.01%
+1,625
392
$302K ﹤0.01%
1,500
+530
393
$298K ﹤0.01%
+937
394
$297K ﹤0.01%
951
+88
395
$283K ﹤0.01%
+8,013
396
$280K ﹤0.01%
1,243
+288
397
$274K ﹤0.01%
+1,873
398
$257K ﹤0.01%
+4,391
399
$253K ﹤0.01%
+13,464
400
$250K ﹤0.01%
+1,165
14 15
16
17 18