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
101
$5.14M 0.48%
178,931
+130,414
102
$5.12M 0.48%
40,655
+29,742
103
$5.09M 0.47%
73,284
+54,260
104
$5.07M 0.47%
59,292
+43,259
105
$5.05M 0.47%
16,345
+10,947
106
$5.04M 0.47%
130,444
+90,425
107
$5M 0.47%
191,599
+147,894
108
$4.98M 0.46%
15,439
+10,992
109
$4.88M 0.45%
77,195
+53,379
110
$4.79M 0.45%
130,379
+96,726
111
$342K 0.03%
+10,226
112
$332K 0.03%
+6,242
113
$295K 0.03%
+7,926
114
$270K 0.03%
+1,218
1 2 3 4
5