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
$641M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$3.78M
3
+$3.15M
4
WST icon
West Pharmaceutical
WST
+$2.28M
5
CHD icon
Church & Dwight Co
CHD
+$2.15M

Top Sells

1
+$2.72M
2
+$2.04M
3
+$1.83M
4
GPC icon
Genuine Parts
GPC
+$1.61M
5
ALB icon
Albemarle
ALB
+$1.57M

Sector Composition

1 Consumer Staples 21.05%
2 Industrials 18.77%
3 Healthcare 12.25%
4 Financials 11.9%
5 Materials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.06%
+6,828
77
$390K 0.06%
+6,794
78
$390K 0.06%
+1,609
79
$390K 0.06%
+9,898
80
$389K 0.06%
+11,687
81
$388K 0.06%
+756
82
$387K 0.06%
+10,283
83
$386K 0.06%
+754
84
$386K 0.06%
+3,876
85
$384K 0.06%
+1,680
86
$384K 0.06%
+724
87
$384K 0.06%
+13,964
88
$383K 0.06%
+2,593
89
$383K 0.06%
+3,916
90
$383K 0.06%
+4,773
91
$381K 0.06%
+1,097
92
$381K 0.06%
+1,834
93
$378K 0.06%
+7,381
94
$378K 0.06%
+7,935
95
$376K 0.06%
+1,096
96
$376K 0.06%
+9,891
97
$375K 0.06%
+11,424
98
$373K 0.06%
+6,347
99
$373K 0.06%
+8,193
100
$372K 0.06%
+11,351
1 2 3
4
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