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
$2.68B
AUM Growth
+$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$13.2M
3
+$12.4M
4
ABT icon
Abbott
ABT
+$12.4M
5
ALB icon
Albemarle
ALB
+$12.1M

Top Sells

1
+$1.12M

Sector Composition

1 Industrials 18.07%
2 Financials 17.88%
3 Consumer Staples 17.68%
4 Healthcare 10.57%
5 Materials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.01%
+5,839
127
$255K 0.01%
+4,478
128
$254K 0.01%
+5,355
129
$254K 0.01%
+4,668
130
$253K 0.01%
+2,276
131
$252K 0.01%
+12,020
132
$252K 0.01%
+744
133
$252K 0.01%
+7,573
134
$251K 0.01%
+5,010
135
$250K 0.01%
+4,569
136
$250K 0.01%
+2,300
137
$249K 0.01%
+2,474
138
$249K 0.01%
+12,997
139
$248K 0.01%
+4,863
140
$248K 0.01%
+4,484
141
$248K 0.01%
+3,582
142
$247K 0.01%
+1,445
143
$247K 0.01%
+4,675
144
$246K 0.01%
+5,420
145
$246K 0.01%
+5,436
146
$246K 0.01%
+2,060
147
$245K 0.01%
+916
148
$244K 0.01%
+6,314
149
$244K 0.01%
+1,122
150
$243K 0.01%
+1,255
4 5
6
7 8