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
$2.68B
AUM Growth
+$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$13.2M
3
+$12.4M
4
ABT icon
Abbott
ABT
+$12.4M
5
ALB icon
Albemarle
ALB
+$12.1M

Top Sells

1
+$1.12M

Sector Composition

1 Industrials 18.07%
2 Financials 17.88%
3 Consumer Staples 17.68%
4 Healthcare 10.57%
5 Materials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28.1M 1.05%
165,707
+46,932
52
$28M 1.04%
307,734
+74,623
53
$27.9M 1.04%
295,402
+63,954
54
$27.9M 1.04%
868,251
+305,866
55
$27.9M 1.04%
269,249
+47,607
56
$27.8M 1.04%
177,242
+53,488
57
$27.6M 1.03%
191,213
+83,562
58
$27.6M 1.03%
319,039
+85,971
59
$27.4M 1.02%
385,065
+63,938
60
$27.2M 1.01%
475,882
+145,782
61
$27.1M 1.01%
223,194
+56,556
62
$26.5M 0.99%
113,951
+19,541
63
$26.4M 0.98%
180,205
+31,902
64
$26.4M 0.98%
96,318
+20,977
65
$25.9M 0.97%
493,164
+66,630
66
$25.4M 0.95%
72,194
+11,639
67
$25.1M 0.94%
103,004
+22,207
68
$14.1M 0.52%
198,516
+41,169
69
$13.9M 0.52%
81,514
+16,314
70
$13.7M 0.51%
270,914
+95,163
71
$13.7M 0.51%
121,753
+19,283
72
$13.7M 0.51%
289,563
+39,919
73
$13.6M 0.51%
79,548
+22,040
74
$13.5M 0.5%
158,644
+26,753
75
$13.5M 0.5%
354,491
+70,866
1 2
3
4 5