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
276
$2.04M 0.03%
29,981
+18,514
277
$2.01M 0.03%
21,985
+6,196
278
$2.01M 0.03%
6,991
+4,276
279
$2M 0.03%
10,626
+6,760
280
$1.93M 0.03%
21,112
+6,267
281
$1.92M 0.03%
35,041
+7,159
282
$1.92M 0.03%
118,422
+23,622
283
$1.89M 0.03%
78,756
-1,254
284
$1.89M 0.03%
4,490
+952
285
$1.86M 0.03%
83,742
+19,544
286
$1.84M 0.03%
21,561
+6,079
287
$1.83M 0.03%
119,894
-31,127
288
$1.83M 0.03%
41,119
-8,646
289
$1.81M 0.03%
37,086
-5,991
290
$1.8M 0.03%
4,440
+1,252
291
$1.8M 0.03%
80,015
-13,096
292
$1.8M 0.03%
7,538
+2,034
293
$1.79M 0.03%
38,345
-4,990
294
$1.79M 0.03%
111,383
+15,439
295
$1.74M 0.02%
11,436
+3,222
296
$1.72M 0.02%
24,471
+4,381
297
$1.72M 0.02%
13,923
+3,634
298
$1.7M 0.02%
7,773
+1,980
299
$1.61M 0.02%
54,251
+9,154
300
$1.61M 0.02%
22,764
-413
10 11
12
13 14