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
$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
1
$44.3M 1.65%
254,693
+61,107
2
$44.2M 1.65%
401,899
+112,211
3
$41.7M 1.56%
505,948
+73,502
4
$40.3M 1.5%
558,017
+163,407
5
$39.2M 1.46%
262,917
+65,072
6
$37.8M 1.41%
378,301
+85,383
7
$35.5M 1.32%
113,772
+29,085
8
$35.4M 1.32%
1,188,199
+414,826
9
$34.8M 1.3%
244,446
+71,115
10
$33.9M 1.26%
76,862
+23,242
11
$33.4M 1.25%
204,296
+36,517
12
$33.2M 1.24%
1,273,132
+506,672
13
$33.2M 1.24%
338,624
+103,403
14
$33.2M 1.24%
363,405
+96,990
15
$33.1M 1.24%
167,017
+47,351
16
$33M 1.23%
399,769
+96,340
17
$32.8M 1.22%
124,251
+31,605
18
$32.8M 1.22%
450,602
+108,560
19
$32.6M 1.21%
217,865
+65,073
20
$32.2M 1.2%
38,901
+9,362
21
$32M 1.19%
108,386
+21,423
22
$31.8M 1.18%
142,697
+45,700
23
$31.7M 1.18%
222,376
+73,778
24
$31.5M 1.18%
305,924
+84,748
25
$31.3M 1.17%
119,514
+30,727
1
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