VF

Vest Financial Portfolio holdings

AUM $8.33B
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.66B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$17.9M
3
+$16.4M
4
MSFT icon
Microsoft
MSFT
+$15.3M
5
WSM icon
Williams-Sonoma
WSM
+$15.3M

Top Sells

1
+$23.8M
2
+$21.8M
3
+$21.6M
4
EMR icon
Emerson Electric
EMR
+$20.7M
5
BEN icon
Franklin Resources
BEN
+$17M

Sector Composition

1 Financials 20.98%
2 Industrials 17.11%
3 Technology 15.37%
4 Consumer Staples 12.27%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.52M 0.07%
96,176
+16,324
177
$5.51M 0.07%
108,153
+16,073
178
$5.43M 0.07%
20,784
+2,801
179
$5.36M 0.07%
65,401
+24,185
180
$5.36M 0.07%
310,096
+47,250
181
$5.34M 0.07%
24,662
+4,187
182
$5.31M 0.07%
62,543
+8,217
183
$5.28M 0.07%
76,820
+12,515
184
$5.26M 0.07%
121,056
+23,312
185
$5.25M 0.07%
36,543
+9,307
186
$5.23M 0.07%
90,130
+14,264
187
$5.21M 0.07%
52,708
+9,395
188
$5.17M 0.07%
18,640
+3,470
189
$5.14M 0.07%
60,757
+11,277
190
$5.14M 0.07%
60,474
+11,171
191
$5.12M 0.07%
26,846
+4,320
192
$5.11M 0.07%
53,653
+10,723
193
$5.05M 0.07%
30,182
+5,356
194
$5.02M 0.07%
379,056
+91,272
195
$5.01M 0.07%
29,014
+5,085
196
$5.01M 0.07%
39,521
+6,344
197
$4.97M 0.06%
52,828
+4,421
198
$4.92M 0.06%
56,279
+21,102
199
$4.89M 0.06%
25,476
+5,475
200
$4.83M 0.06%
41,341
+16,987
6 7
8
9 10