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
301
$1.21M 0.02%
8,214
-4,894
302
$1.21M 0.02%
45,097
+20,474
303
$1.2M 0.02%
47,252
+20,018
304
$1.18M 0.02%
12,918
-12,125
305
$1.16M 0.02%
10,392
+4,403
306
$1.16M 0.02%
14,845
+6,289
307
$1.15M 0.02%
41,383
+15,989
308
$1.13M 0.02%
16,707
+7,077
309
$1.1M 0.02%
5,793
+1,987
310
$1.1M 0.02%
15,482
+6,559
311
$1.1M 0.02%
5,361
+2,273
312
$1.06M 0.02%
23,224
+6,538
313
$1.05M 0.02%
7,406
+3,148
314
$1.03M 0.02%
35,139
-1,224,444
315
$1.03M 0.02%
16,912
+7,166
316
$1.01M 0.02%
+9,484
317
$1M 0.02%
16,696
+7,074
318
$994K 0.02%
+7,368
319
$987K 0.02%
30,004
-42,794
320
$973K 0.02%
20,090
+8,009
321
$928K 0.01%
8,436
+3,574
322
$924K 0.01%
+5,653
323
$924K 0.01%
40,669
+17,230
324
$923K 0.01%
+22,816
325
$919K 0.01%
+11,964
11 12
13
14 15