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
$264M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.64M
3
+$1.6M
4
NEE icon
NextEra Energy
NEE
+$1.59M
5
KMB icon
Kimberly-Clark
KMB
+$1.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.98%
2 Industrials 18.74%
3 Healthcare 11.99%
4 Financials 10.99%
5 Materials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 1.45%
16,157
+6,198
52
$3.83M 1.45%
223,704
+46,870
53
$3.83M 1.45%
21,304
+8,922
54
$3.81M 1.44%
30,655
+9,146
55
$3.79M 1.44%
23,869
+7,416
56
$3.79M 1.44%
17,424
+4,448
57
$3.79M 1.44%
48,723
+15,572
58
$3.78M 1.43%
51,576
+21,746
59
$3.78M 1.43%
32,580
+10,405
60
$3.76M 1.42%
39,129
+10,924
61
$3.75M 1.42%
45,728
+15,756
62
$3.75M 1.42%
52,300
+15,630
63
$3.73M 1.41%
65,397
+21,371
64
$3.69M 1.4%
169,655
+55,191
65
$3.66M 1.39%
17,757
+5,950
1 2
3