Portfolio (Quarterly)
Guide ↗
Vest Financial, LLC
· CIK 0001709632| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IOSP | INNOSPEC INC | Basic Materials | 11,210 | $865K | 0.01% | SOLD |
| 22 | SM | SM ENERGY CO | Energy | 29,422 | $735K | 0.01% | SOLD |
| 23 | SLVM | SYLVAMO CORP | Basic Materials | 14,406 | $637K | 0.01% | SOLD |
| 24 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,604 | $327K | 0.00% | SOLD |
| 25 | AON | AON PLC | Financial Services | 894 | $319K | 0.00% | SOLD |
| 26 | NVR | NVR INC | Consumer Cyclical | 38 | $305K | 0.00% | SOLD |
| 27 | HSY | HERSHEY CO | Consumer Defensive | 1,625 | $304K | 0.00% | SOLD |
| 28 | ADSK | AUTODESK INC | Technology | 937 | $298K | 0.00% | SOLD |
| 29 | VRSK | VERISK ANALYTICS INC | Industrials | 922 | $232K | 0.00% | SOLD |
| 30 | IT | GARTNER INC | Technology | 783 | $206K | 0.00% | SOLD |
Sector Allocation
Financial Services
21.9%
Industrials
18.6%
Technology
15.4%
Consumer Defensive
11.4%
Consumer Cyclical
7.8%
Healthcare
7.5%
Basic Materials
5.4%
Communication Services
4.0%
Utilities
3.3%
Energy
2.6%