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
276
$1.55M 0.02%
15,789
+6,689
277
$1.53M 0.02%
+91,287
278
$1.53M 0.02%
+27,882
279
$1.52M 0.02%
+22,435
280
$1.51M 0.02%
+83,529
281
$1.51M 0.02%
+10,292
282
$1.48M 0.02%
38,743
-9,308
283
$1.48M 0.02%
+8,881
284
$1.47M 0.02%
+23,202
285
$1.47M 0.02%
64,198
+27,208
286
$1.47M 0.02%
+94,800
287
$1.47M 0.02%
16,510
-15,041
288
$1.47M 0.02%
+17,520
289
$1.47M 0.02%
5,504
+1,455
290
$1.46M 0.02%
+35,236
291
$1.44M 0.02%
12,317
+5,217
292
$1.44M 0.02%
+19,529
293
$1.39M 0.02%
+23,177
294
$1.38M 0.02%
12,915
-8,673
295
$1.38M 0.02%
95,944
+31,604
296
$1.32M 0.02%
48,678
-1,156,984
297
$1.31M 0.02%
14,857
-11,044
298
$1.31M 0.02%
+24,437
299
$1.28M 0.02%
12,996
+5,507
300
$1.25M 0.02%
10,289
+3,735
10 11
12
13 14