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
301
$1.61M 0.02%
23,268
+6,561
302
$1.6M 0.02%
14,472
+4,080
303
$1.6M 0.02%
21,883
-2,886
304
$1.6M 0.02%
65,904
+18,652
305
$1.6M 0.02%
28,981
+5,779
306
$1.54M 0.02%
29,005
-4,897
307
$1.53M 0.02%
18,253
-2,126
308
$1.51M 0.02%
61,804
+20,421
309
$1.5M 0.02%
20,800
-3,960
310
$1.49M 0.02%
4,421
+882
311
$1.47M 0.02%
28,046
+4,822
312
$1.47M 0.02%
7,465
+2,104
313
$1.44M 0.02%
43,222
-8,856
314
$1.42M 0.02%
8,416
+1,010
315
$1.39M 0.02%
8,806
+1,438
316
$1.36M 0.02%
23,248
+6,552
317
$1.27M 0.02%
56,636
+15,967
318
$1.26M 0.02%
+4,207
319
$1.24M 0.02%
18,344
+5,172
320
$1.24M 0.02%
16,644
+5,175
321
$1.22M 0.02%
12,317
+175
322
$1.21M 0.02%
+17,737
323
$1.19M 0.02%
11,745
+3,309
324
$1.18M 0.02%
+15,151
325
$1.16M 0.02%
47,053
-5,568
11 12
13
14 15