VF
Vest Financial Portfolio holdings
AUM
$7.06B
This Quarter Return
+4.22%
1 Year Return
+12.57%
3 Year Return
+39.69%
5 Year Return
–
10 Year Return
–
AUM
$7.06B
AUM Growth
+$7.06B
(+9.7%)
Cap. Flow
+$534M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
11.78%
Holding
423
New
24
Increased
287
Reduced
84
Closed
22
Top Buys
| 1 |
Fastenal
FAST
|
$25.5M |
| 2 |
NVIDIA
NVDA
|
$23.5M |
| 3 |
Albemarle
ALB
|
$21.5M |
| 4 |
Stanley Black & Decker
SWK
|
$19.4M |
| 5 |
Dover
DOV
|
$19.3M |
Top Sells
| 1 |
Consolidated Edison
ED
|
$13.1M |
| 2 |
Synchrony
SYF
|
$11.9M |
| 3 |
Aflac
AFL
|
$11.8M |
| 4 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$11.7M |
| 5 |
Garmin
GRMN
|
$11.6M |
Sector Composition
| 1 | Financials | 21.46% |
| 2 | Industrials | 17.43% |
| 3 | Technology | 13.64% |
| 4 | Consumer Staples | 13.03% |
| 5 | Consumer Discretionary | 8.4% |
