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
251
$1.91M 0.03%
+33,664
252
$1.8M 0.03%
3,837
+1,626
253
$1.77M 0.03%
24,283
+10,286
254
$1.77M 0.03%
20,943
+8,873
255
$1.72M 0.03%
4,497
+1,904
256
$1.72M 0.03%
16,418
+5,158
257
$1.7M 0.03%
3,116
+1,319
258
$1.69M 0.03%
+59,807
259
$1.68M 0.03%
+27,005
260
$1.68M 0.03%
+59,221
261
$1.68M 0.03%
2,105
+891
262
$1.67M 0.03%
+38,734
263
$1.65M 0.03%
6,992
+2,183
264
$1.64M 0.03%
+15,069
265
$1.64M 0.03%
+16,824
266
$1.64M 0.03%
43,335
-10,627
267
$1.62M 0.03%
5,960
+2,525
268
$1.61M 0.03%
3,608
+1,462
269
$1.59M 0.02%
+12,223
270
$1.59M 0.02%
3,188
+1,349
271
$1.58M 0.02%
18,014
-5,511
272
$1.58M 0.02%
52,621
-13,448
273
$1.57M 0.02%
15,301
+6,481
274
$1.56M 0.02%
+840
275
$1.55M 0.02%
3,538
+1,286
9 10
11
12 13