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
201
$1.87M 0.03%
4,810
+344
202
$1.84M 0.03%
80,656
+13,611
203
$1.76M 0.03%
19,710
+1,770
204
$1.69M 0.03%
13,108
-3,706
205
$1.57M 0.03%
9,409
+1,228
206
$1.55M 0.03%
5,956
-1,017
207
$1.48M 0.03%
6,977
+2,252
208
$1.47M 0.03%
6,508
+884
209
$1.46M 0.03%
38,937
+6,214
210
$1.42M 0.03%
2,725
+493
211
$1.42M 0.03%
286
+40
212
$1.34M 0.02%
11,571
+631
213
$1.29M 0.02%
1,214
+220
214
$1.28M 0.02%
15,654
+2,448
215
$1.27M 0.02%
15,470
+4,625
216
$1.22M 0.02%
31,676
+17,172
217
$1.21M 0.02%
12,157
+1,561
218
$1.18M 0.02%
10,907
+3,250
219
$1.15M 0.02%
2,593
+312
220
$1.15M 0.02%
6,498
+2,169
221
$1.14M 0.02%
+3,435
222
$1.12M 0.02%
11,260
+2,430
223
$1.1M 0.02%
15,709
+916
224
$1.1M 0.02%
4,809
+1,577
225
$1.07M 0.02%
8,820
+2,087
7 8
9
10 11