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
76
$5.46M 0.51%
44,954
+31,480
77
$5.42M 0.5%
22,816
+16,605
78
$5.39M 0.5%
341,371
+232,362
79
$5.39M 0.5%
158,754
+111,386
80
$5.37M 0.5%
197,616
+140,149
81
$5.37M 0.5%
70,230
+48,278
82
$5.32M 0.5%
29,548
+21,865
83
$5.3M 0.49%
69,845
+50,573
84
$5.3M 0.49%
34,437
+23,318
85
$5.3M 0.49%
45,291
+30,663
86
$5.29M 0.49%
30,329
+21,705
87
$5.27M 0.49%
251,953
+183,177
88
$5.24M 0.49%
11,720
+8,996
89
$5.24M 0.49%
80,254
+56,908
90
$5.24M 0.49%
130,934
+93,654
91
$5.24M 0.49%
11,784
+8,869
92
$5.23M 0.49%
75,314
+53,425
93
$5.23M 0.49%
54,892
+39,235
94
$5.22M 0.49%
123,126
+92,189
95
$5.2M 0.48%
15,257
+10,425
96
$5.19M 0.48%
47,451
+32,415
97
$5.16M 0.48%
49,781
+35,486
98
$5.16M 0.48%
478,295
+347,796
99
$5.14M 0.48%
288,244
+212,762
100
$5.14M 0.48%
84,858
+58,292
1 2 3
4
5