VF

Vest Financial Portfolio holdings

AUM $7.88B
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.06B
AUM Growth
+$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.7M
3
+$18.6M
4
SWK icon
Stanley Black & Decker
SWK
+$18.5M
5
WST icon
West Pharmaceutical
WST
+$18.4M

Top Sells

1
+$13.8M
2
+$11.8M
3
+$11.7M
4
GRMN icon
Garmin
GRMN
+$11.6M
5
RF icon
Regions Financial
RF
+$10.7M

Sector Composition

1 Financials 21.46%
2 Industrials 17.44%
3 Technology 13.63%
4 Consumer Staples 13.03%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.29M 0.05%
15,846
+3,836
227
$3.28M 0.05%
19,560
+9,268
228
$3.25M 0.05%
90,953
+22,194
229
$3.23M 0.05%
53,226
-2,681
230
$3.18M 0.05%
41,216
+11,217
231
$3.16M 0.04%
33,817
+9,534
232
$3.11M 0.04%
26,350
+7,428
233
$3.07M 0.04%
4,338
+1,222
234
$3.06M 0.04%
14,860
+4,335
235
$3.04M 0.04%
37,821
+10,660
236
$3.04M 0.04%
37,958
+10,702
237
$3.03M 0.04%
6,211
-1,425
238
$3.02M 0.04%
167,681
+84,152
239
$3.02M 0.04%
21,311
+6,010
240
$3.01M 0.04%
8,428
+2,468
241
$3M 0.04%
12,610
+2,978
242
$2.92M 0.04%
35,177
+17,657
243
$2.8M 0.04%
55,587
+31,150
244
$2.72M 0.04%
25,523
+7,509
245
$2.72M 0.04%
5,342
+1,505
246
$2.68M 0.04%
14,211
-1,276
247
$2.64M 0.04%
23,119
-1,589
248
$2.62M 0.04%
12,434
+7,635
249
$2.6M 0.04%
24,397
+4,868
250
$2.54M 0.04%
34,795
+19,172
8 9
10
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