VF

Vest Financial Portfolio holdings

AUM $7.66B
1-Year Est. Return 8.29%
This Quarter Est. Return
1 Year Est. Return
+8.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.67M
3
+$6.46M
4
ADM icon
Archer Daniels Midland
ADM
+$6.19M
5
NUE icon
Nucor
NUE
+$6.12M

Top Sells

1
+$2.49M

Sector Composition

1 Industrials 18.31%
2 Financials 17.75%
3 Consumer Staples 17.02%
4 Materials 11.09%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.18%
142,155
+28,989
27
$12.7M 1.18%
51,301
+7,150
28
$12.7M 1.18%
175,708
+8,804
29
$12.5M 1.17%
241,611
+29,205
30
$12.4M 1.16%
188,114
+37,340
31
$12.4M 1.15%
84,268
+6,952
32
$12.4M 1.15%
32,794
+1,981
33
$12.4M 1.15%
32,620
-6,578
34
$12.3M 1.14%
140,869
+15,546
35
$12.3M 1.14%
56,290
+13,948
36
$12.2M 1.14%
41,290
+8,973
37
$12.2M 1.14%
41,271
+3,706
38
$12.2M 1.13%
74,166
+14,003
39
$12.1M 1.13%
72,363
+11,157
40
$12.1M 1.13%
46,339
+5,135
41
$12M 1.12%
104,576
+16,408
42
$12M 1.12%
454,717
+116,393
43
$12M 1.12%
65,475
+6,151
44
$12M 1.12%
301,151
+74,110
45
$12M 1.12%
108,101
+21,907
46
$12M 1.11%
156,872
+23,530
47
$11.9M 1.11%
81,454
+10,746
48
$11.8M 1.1%
160,405
+30,766
49
$11.7M 1.09%
141,742
+36,431
50
$11.7M 1.09%
122,498
+30,677
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