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
151
$243K 0.01%
+1,687
152
$243K 0.01%
+567
153
$243K 0.01%
+9,535
154
$242K 0.01%
+1,997
155
$242K 0.01%
+6,253
156
$242K 0.01%
+1,633
157
$242K 0.01%
+4,248
158
$242K 0.01%
+2,784
159
$242K 0.01%
+7,567
160
$241K 0.01%
+6,442
161
$241K 0.01%
+10,071
162
$241K 0.01%
+2,058
163
$241K 0.01%
+1,715
164
$241K 0.01%
+8,447
165
$241K 0.01%
+4,709
166
$241K 0.01%
+1,918
167
$241K 0.01%
+6,516
168
$240K 0.01%
+731
169
$240K 0.01%
+1,635
170
$240K 0.01%
+10,320
171
$240K 0.01%
+5,463
172
$240K 0.01%
+2,725
173
$239K 0.01%
+3,058
174
$239K 0.01%
+5,369
175
$239K 0.01%
+7,165
5 6
7
8 9