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
376
$363K 0.01%
13,689
+5,232
377
$359K 0.01%
2,243
+648
378
$328K 0.01%
5,348
+2,043
379
$321K 0.01%
12,724
+3,290
380
$294K ﹤0.01%
16,115
+5,877
381
$276K ﹤0.01%
+3,309
382
$275K ﹤0.01%
+3,008
383
$266K ﹤0.01%
+859
384
$247K ﹤0.01%
+4,225
385
$240K ﹤0.01%
+863
386
$237K ﹤0.01%
+970
387
$227K ﹤0.01%
+570
388
$222K ﹤0.01%
+433
389
$221K ﹤0.01%
+118
390
$220K ﹤0.01%
+1,427
391
$212K ﹤0.01%
+2,511
392
$207K ﹤0.01%
+1,259
393
$204K ﹤0.01%
+439
394
$203K ﹤0.01%
+545
395
$161K ﹤0.01%
30,644
-112
396
$148K ﹤0.01%
19,021
+5,557
397
$111K ﹤0.01%
22,941
+11,417
398
$106K ﹤0.01%
+11,820
399
$95.7K ﹤0.01%
+10,976
400
– –
-47,858
13 14 15
16
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