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
$735M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.28M
4
ADM icon
Archer Daniels Midland
ADM
+$2.37M
5
CVX icon
Chevron
CVX
+$1.97M

Top Sells

1
+$9.06M
2
+$8.85M
3
+$1.94M
4
BEN icon
Franklin Resources
BEN
+$1.68M
5
APD icon
Air Products & Chemicals
APD
+$1.48M

Sector Composition

1 Consumer Staples 21.21%
2 Industrials 20.17%
3 Financials 12.93%
4 Healthcare 12.07%
5 Materials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.2%
+109,009
77
$1.46M 0.2%
+130,499
78
$1.46M 0.2%
+57,467
79
$1.45M 0.2%
4,447
+3,351
80
$1.45M 0.2%
15,036
+10,825
81
$1.45M 0.2%
14,628
+10,712
82
$1.44M 0.2%
+5,611
83
$1.44M 0.2%
5,826
+4,146
84
$1.44M 0.2%
+23,816
85
$1.43M 0.2%
+19,272
86
$1.43M 0.19%
7,683
+5,446
87
$1.42M 0.19%
8,624
+6,031
88
$1.42M 0.19%
23,346
+16,518
89
$1.42M 0.19%
+14,295
90
$1.41M 0.19%
16,033
+11,665
91
$1.41M 0.19%
26,550
+17,990
92
$1.41M 0.19%
+38,300
93
$1.41M 0.19%
26,902
+18,967
94
$1.4M 0.19%
3,860
+2,763
95
$1.4M 0.19%
+21,952
96
$1.4M 0.19%
75,482
+57,048
97
$1.4M 0.19%
6,211
+4,377
98
$1.4M 0.19%
10,727
+7,794
99
$1.39M 0.19%
4,832
+3,283
100
$1.39M 0.19%
48,517
+36,549
2 3
4
5 6