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
$6.44B
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$59.4M
3
+$52.4M
4
UNM icon
Unum
UNM
+$48.3M
5
EBAY icon
eBay
EBAY
+$44.3M

Top Sells

1
+$36.1M
2
+$36M
3
+$35.7M
4
MTG icon
MGIC Investment
MTG
+$33.4M
5
RDN icon
Radian Group
RDN
+$32.9M

Sector Composition

1 Financials 21.71%
2 Industrials 15.3%
3 Consumer Staples 15.19%
4 Technology 11.8%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.4M 0.04%
+157,496
227
$2.4M 0.04%
1,809
-377
228
$2.35M 0.04%
93,111
-1,427,893
229
$2.34M 0.04%
+24,479
230
$2.34M 0.04%
4,728
+2,003
231
$2.32M 0.04%
+17,943
232
$2.32M 0.04%
154,459
+4,218
233
$2.31M 0.04%
18,922
+8,015
234
$2.28M 0.04%
10,744
+4,236
235
$2.27M 0.04%
12,010
-822
236
$2.25M 0.03%
+59,124
237
$2.24M 0.03%
+14,255
238
$2.18M 0.03%
27,161
+11,507
239
$2.13M 0.03%
80,010
+23,587
240
$2.11M 0.03%
49,765
-2,992
241
$2.05M 0.03%
24,760
-368,730
242
$1.98M 0.03%
43,077
-5,454
243
$1.97M 0.03%
33,902
-2,997
244
$1.96M 0.03%
+24,769
245
$1.96M 0.03%
27,256
+11,547
246
$1.95M 0.03%
126,061
+99,110
247
$1.94M 0.03%
9,632
+2,655
248
$1.94M 0.03%
+52,078
249
$1.93M 0.03%
+20,379
250
$1.92M 0.03%
11,275
+4,777
8 9
10
11 12