VF

Vest Financial Portfolio holdings

AUM $7.06B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.67M
3
+$6.46M
4
ADM icon
Archer Daniels Midland
ADM
+$6.19M
5
NUE icon
Nucor
NUE
+$6.12M

Top Sells

1
+$2.49M

Sector Composition

1 Industrials 18.31%
2 Financials 17.75%
3 Consumer Staples 17.02%
4 Materials 11.09%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 1.71%
112,663
+37,556
2
$17.8M 1.66%
257,252
+96,133
3
$17.1M 1.59%
157,904
+54,010
4
$16.6M 1.55%
106,182
+41,325
5
$16.4M 1.53%
218,649
+82,419
6
$16.3M 1.52%
153,404
+50,913
7
$15.3M 1.43%
69,299
+31,028
8
$14.3M 1.33%
222,845
+21,852
9
$14.2M 1.32%
151,147
+15,863
10
$14M 1.3%
17,945
+206
11
$13.7M 1.28%
147,914
+32,359
12
$13.6M 1.26%
34,153
+6,615
13
$13.4M 1.25%
54,640
+12,874
14
$13.4M 1.25%
50,945
+10,336
15
$13.3M 1.24%
72,192
+6,297
16
$13.3M 1.24%
195,734
+23,259
17
$13.3M 1.24%
54,694
+15,387
18
$13.2M 1.23%
56,716
+10,387
19
$13.1M 1.22%
131,988
+9,574
20
$13M 1.21%
108,266
+14,810
21
$13M 1.21%
105,492
+13,488
22
$12.9M 1.2%
97,503
+25,935
23
$12.9M 1.2%
27,011
+4,316
24
$12.9M 1.2%
148,763
+19,933
25
$12.8M 1.19%
57,384
+8,326
1
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