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
$1.83B
AUM Growth
+$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$13.4M
4
ADM icon
Archer Daniels Midland
ADM
+$13.3M
5
ABT icon
Abbott
ABT
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.9%
2 Industrials 17.76%
3 Consumer Staples 17.24%
4 Healthcare 10.99%
5 Materials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.17M 0.5%
400,353
+148,400
77
$9.14M 0.5%
57,508
+27,960
78
$9.11M 0.5%
144,514
+59,656
79
$9.06M 0.5%
20,814
+9,030
80
$9.04M 0.49%
29,427
+13,082
81
$9.03M 0.49%
35,416
+16,345
82
$9.02M 0.49%
118,909
+48,679
83
$8.99M 0.49%
82,782
+37,828
84
$8.98M 0.49%
316,299
+118,683
85
$8.98M 0.49%
270,660
+140,281
86
$8.97M 0.49%
131,891
+54,696
87
$8.96M 0.49%
110,809
+35,495
88
$8.95M 0.49%
28,340
+13,083
89
$8.94M 0.49%
859,462
+381,167
90
$8.94M 0.49%
72,783
+32,128
91
$8.92M 0.49%
74,420
+24,639
92
$8.91M 0.49%
533,841
+192,470
93
$8.9M 0.49%
131,383
+51,129
94
$8.88M 0.49%
102,470
+57,179
95
$8.87M 0.49%
119,157
+64,265
96
$8.82M 0.48%
22,267
+8,396
97
$8.81M 0.48%
328,902
+137,303
98
$8.81M 0.48%
512,040
+223,796
99
$8.8M 0.48%
38,261
+15,445
100
$8.8M 0.48%
211,725
+88,599
1 2 3
4
5