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
$4.17B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.6M
3
+$12.7M
4
CB icon
Chubb
CB
+$11.9M
5
AFL icon
Aflac
AFL
+$11.5M

Top Sells

1
+$48.1M
2
+$2.52M
3
+$983K
4
CHX
ChampionX
CHX
+$919K
5
AMR icon
Alpha Metallurgical Resources
AMR
+$909K

Sector Composition

1 Financials 19.18%
2 Industrials 17.34%
3 Consumer Staples 16.69%
4 Materials 9.69%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K 0.01%
719
-40
227
$384K 0.01%
97
+19
228
$371K 0.01%
794
+65
229
$365K 0.01%
2,252
-59
230
$362K 0.01%
3,603
-150
231
$354K 0.01%
3,874
+330
232
$351K 0.01%
1,551
+442
233
$328K 0.01%
738
-32
234
$325K 0.01%
15,360
+850
235
$307K 0.01%
4,373
-169
236
$303K 0.01%
2,014
-238
237
$296K 0.01%
4,977
-93
238
$294K 0.01%
531
-24
239
$293K 0.01%
2,565
-72
240
$282K 0.01%
3,634
-76
241
$272K 0.01%
2,630
+443
242
$266K 0.01%
2,621
-76
243
$265K 0.01%
3,651
-155
244
$261K 0.01%
1,433
-48
245
$257K 0.01%
2,561
-67
246
$256K 0.01%
685
-12
247
$256K 0.01%
325
-14
248
$254K 0.01%
3,885
+593
249
$231K 0.01%
510
-9
250
$224K 0.01%
896
-46
7 8 9
10
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