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
176
$239K 0.01%
+3,280
177
$239K 0.01%
+3,321
178
$238K 0.01%
+2,578
179
$238K 0.01%
+6,823
180
$238K 0.01%
+8,601
181
$238K 0.01%
+2,312
182
$238K 0.01%
+5,656
183
$237K 0.01%
+2,293
184
$237K 0.01%
+8,127
185
$237K 0.01%
+6,814
186
$236K 0.01%
+2,548
187
$236K 0.01%
+7,818
188
$236K 0.01%
+2,164
189
$235K 0.01%
+4,726
190
$235K 0.01%
+14,313
191
$235K 0.01%
+1,682
192
$235K 0.01%
+16,599
193
$235K 0.01%
+7,793
194
$234K 0.01%
+3,582
195
$234K 0.01%
+1,968
196
$233K 0.01%
+4,063
197
$232K 0.01%
+3,452
198
$232K 0.01%
+2,917
199
$231K 0.01%
+441
200
$230K 0.01%
+7,783
5 6 7
8
9