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
351
$993K 0.01%
12,812
+2,554
352
$992K 0.01%
1,730
+347
353
$972K 0.01%
7,890
+1,244
354
$970K 0.01%
+2,570
355
$966K 0.01%
494
-346
356
$961K 0.01%
3,957
+789
357
$958K 0.01%
1,195
+157
358
$926K 0.01%
11,659
+2,326
359
$906K 0.01%
30,954
+6,173
360
$892K 0.01%
23,723
+4,735
361
$839K 0.01%
20,427
-9,577
362
$820K 0.01%
3,608
+1,015
363
$820K 0.01%
8,250
-4,665
364
$808K 0.01%
7,259
+1,449
365
$805K 0.01%
17,785
+5,013
366
$765K 0.01%
2,172
-3,255
367
$716K 0.01%
19,120
+5,949
368
$710K 0.01%
13,402
+2,671
369
$653K 0.01%
8,766
+686
370
$642K 0.01%
10,680
-5,830
371
$615K 0.01%
12,269
+2,447
372
$491K 0.01%
10,179
+4,831
373
$471K 0.01%
2,636
+393
374
$464K 0.01%
15,788
+2,099
375
$402K 0.01%
13,769
+1,045
13 14
15
16 17