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
$3.77B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$24.1M
3
+$22M
4
WSM icon
Williams-Sonoma
WSM
+$20.6M
5
EXE
Expand Energy Corp
EXE
+$19.5M

Top Sells

1
+$25.8M
2
+$18.5M
3
+$14.5M
4
LPX icon
Louisiana-Pacific
LPX
+$14.1M
5
GS icon
Goldman Sachs
GS
+$13.8M

Sector Composition

1 Industrials 18.64%
2 Financials 17.91%
3 Consumer Staples 17.46%
4 Materials 9.75%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$369K 0.01%
+8,989
227
$366K 0.01%
+3,753
228
$358K 0.01%
+1,445
229
$339K 0.01%
+10,288
230
$337K 0.01%
+4,542
231
$336K 0.01%
2,637
-108,711
232
$331K 0.01%
+729
233
$326K 0.01%
+2,252
234
$323K 0.01%
+555
235
$318K 0.01%
+3,544
236
$307K 0.01%
+770
237
$294K 0.01%
+5,070
238
$293K 0.01%
+3,806
239
$286K 0.01%
+697
240
$286K 0.01%
+1,481
241
$283K 0.01%
+78
242
$274K 0.01%
+2,242
243
$273K 0.01%
+1,109
244
$266K 0.01%
+3,710
245
$266K 0.01%
+4,630
246
$265K 0.01%
6,004
-14,493
247
$259K 0.01%
+1,746
248
$258K 0.01%
+339
249
$257K 0.01%
+14,510
250
$254K 0.01%
+2,628
8 9
10
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