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
$5.65B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$16.8M
3
+$14.4M
4
ELV icon
Elevance Health
ELV
+$14.3M
5
XOM icon
Exxon Mobil
XOM
+$14.3M

Top Sells

1
+$4.79M
2
+$3.59M
3
+$1.68M
4
SYF icon
Synchrony
SYF
+$1.57M
5
CHRW icon
C.H. Robinson
CHRW
+$1.35M

Sector Composition

1 Financials 20.28%
2 Industrials 16.66%
3 Consumer Staples 15.63%
4 Technology 10.86%
5 Materials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.47M 0.04%
55,533
+20,729
152
$2.47M 0.04%
56,508
+20,408
153
$2.47M 0.04%
26,432
+10,684
154
$2.47M 0.04%
19,806
+6,081
155
$2.47M 0.04%
78,831
+25,020
156
$2.47M 0.04%
21,501
+11,091
157
$2.46M 0.04%
19,550
+9,681
158
$2.46M 0.04%
132,280
+60,155
159
$2.46M 0.04%
92,870
+26,142
160
$2.45M 0.04%
25,901
+12,018
161
$2.45M 0.04%
142,095
+53,871
162
$2.45M 0.04%
31,551
+15,253
163
$2.44M 0.04%
14,355
+5,870
164
$2.44M 0.04%
150,241
+49,070
165
$2.44M 0.04%
16,106
+6,307
166
$2.44M 0.04%
48,051
+13,920
167
$2.44M 0.04%
10,560
+2,422
168
$2.44M 0.04%
143,963
+61,435
169
$2.44M 0.04%
17,795
+6,842
170
$2.43M 0.04%
21,588
+10,206
171
$2.43M 0.04%
17,004
+6,626
172
$2.43M 0.04%
38,398
+14,127
173
$2.43M 0.04%
36,899
+19,927
174
$2.42M 0.04%
23,553
+3,449
175
$2.42M 0.04%
34,402
+11,786
5 6
7
8 9