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
326
$908K 0.01%
+11,302
327
$894K 0.01%
13,172
+5,581
328
$881K 0.01%
+15,623
329
$865K 0.01%
+11,232
330
$860K 0.01%
+16,988
331
$848K 0.01%
+12,680
332
$848K 0.01%
+4,873
333
$833K 0.01%
+5,021
334
$821K 0.01%
+13,576
335
$818K 0.01%
+10,258
336
$817K 0.01%
+4,799
337
$812K 0.01%
+845
338
$810K 0.01%
+11,467
339
$798K 0.01%
+3,539
340
$796K 0.01%
12,142
+5,186
341
$795K 0.01%
+12,691
342
$791K 0.01%
+2,715
343
$787K 0.01%
+9,333
344
$776K 0.01%
+1,383
345
$768K 0.01%
+10,731
346
$767K 0.01%
+20,879
347
$766K 0.01%
+12,804
348
$763K 0.01%
+14,545
349
$761K 0.01%
+7,532
350
$761K 0.01%
+8,836
12 13
14
15 16