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
326
$1.16M 0.02%
+51,098
327
$1.15M 0.02%
+30,862
328
$1.14M 0.02%
+14,679
329
$1.13M 0.02%
+11,574
330
$1.11M 0.02%
10,954
-5,870
331
$1.1M 0.02%
16,919
+3,343
332
$1.1M 0.02%
+15,764
333
$1.1M 0.02%
3,500
-31,030
334
$1.09M 0.02%
23,549
+6,637
335
$1.09M 0.02%
23,955
-14,788
336
$1.07M 0.02%
8,397
-69,606
337
$1.07M 0.02%
+8,882
338
$1.07M 0.02%
7,409
+297
339
$1.07M 0.02%
+14,310
340
$1.06M 0.02%
+10,632
341
$1.06M 0.02%
5,642
-3,239
342
$1.05M 0.01%
11,047
-3,810
343
$1.04M 0.01%
22,819
-15,915
344
$1.02M 0.01%
8,347
-4,571
345
$1.02M 0.01%
+4,483
346
$1.02M 0.01%
15,837
+3,157
347
$1.02M 0.01%
14,034
+2,802
348
$1.01M 0.01%
13,739
-8,696
349
$1M 0.01%
21,218
+4,230
350
$999K 0.01%
6,274
+1,253
12 13
14
15 16