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
201
$229K 0.01%
+1,545
202
$226K 0.01%
+6,013
203
$107K ﹤0.01%
+12,287
204
-5,379