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
351
$760K 0.01%
+3,168
352
$748K 0.01%
11,469
+4,703
353
$745K 0.01%
5,810
-12,026
354
$727K 0.01%
+18,988
355
$708K 0.01%
+24,781
356
$688K 0.01%
1,038
+303
357
$673K 0.01%
+3,866
358
$667K 0.01%
+8,807
359
$659K 0.01%
9,822
-20,715
360
$650K 0.01%
7,026
-19,406
361
$640K 0.01%
11,740
-22,662
362
$632K 0.01%
2,593
+1,099
363
$622K 0.01%
4,143
-9,945
364
$604K 0.01%
7,112
+2,162
365
$595K 0.01%
4,165
-10,190
366
$578K 0.01%
+2,939
367
$577K 0.01%
+6,646
368
$563K 0.01%
35,410
-108,553
369
$555K 0.01%
31,135
-83,629
370
$539K 0.01%
12,772
+5,411
371
$539K 0.01%
5,493
-14,360
372
$522K 0.01%
8,080
+4,895
373
$446K 0.01%
+7,528
374
$399K 0.01%
+13,171
375
$389K 0.01%
+11,706
13 14
15
16 17