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
51
$11.7M 1.09%
78,059
+6,658
52
$11.7M 1.09%
85,701
+10,487
53
$11.6M 1.08%
79,607
+11,920
54
$11.6M 1.08%
123,888
+21,698
55
$11.5M 1.07%
194,646
+43,737
56
$11.5M 1.07%
72,929
+1,103
57
$11.4M 1.06%
190,737
+23,502
58
$11.3M 1.06%
154,399
+33,708
59
$11.3M 1.06%
53,219
+10,211
60
$11.3M 1.05%
59,252
+14,908
61
$11M 1.02%
122,882
+15,215
62
$10.9M 1.02%
113,527
+17,546
63
$10.8M 1%
1,091,582
+229,058
64
$10.2M 0.95%
359,984
+77,922
65
$9.92M 0.92%
74,358
+5,795
66
$9.8M 0.91%
75,042
+13,128
67
$6.16M 0.57%
82,071
+57,256
68
$5.62M 0.52%
38,636
+27,909
69
$5.61M 0.52%
128,504
+90,204
70
$5.55M 0.52%
50,941
+37,949
71
$5.54M 0.52%
20,396
+14,785
72
$5.52M 0.51%
106,624
+79,722
73
$5.5M 0.51%
19,071
+13,245
74
$5.49M 0.51%
85,260
+58,710
75
$5.46M 0.51%
13,871
+10,011
1 2
3
4 5