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
251
$2.48M 0.04%
54,034
-244
252
$2.46M 0.03%
6,359
+1,862
253
$2.43M 0.03%
36,310
-1,310
254
$2.42M 0.03%
17,152
+4,835
255
$2.35M 0.03%
13,195
+7,542
256
$2.33M 0.03%
114,033
+22,746
257
$2.25M 0.03%
4,856
+1,248
258
$2.24M 0.03%
18,094
+5,098
259
$2.24M 0.03%
9,738
+2,746
260
$2.23M 0.03%
109,133
-16,928
261
$2.2M 0.03%
15,268
+3,045
262
$2.19M 0.03%
38,154
+23,609
263
$2.17M 0.03%
24,354
+15,518
264
$2.15M 0.03%
28,942
+17,640
265
$2.12M 0.03%
83,632
-317,899
266
$2.11M 0.03%
33,621
+20,930
267
$2.1M 0.03%
20,004
+12,472
268
$2.1M 0.03%
73,975
+14,754
269
$2.09M 0.03%
12,295
+7,422
270
$2.09M 0.03%
73,280
+13,473
271
$2.08M 0.03%
2,203
+1,358
272
$2.07M 0.03%
34,961
+6,606
273
$2.07M 0.03%
53,644
-15,581
274
$2.05M 0.03%
56,411
+35,532
275
$2.05M 0.03%
22,866
+6,448
9 10
11
12 13