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
376
$394K 0.01%
21,268
+5,153
377
$363K 0.01%
4,381
+1,072
378
$360K 0.01%
875
+16
379
$350K 0.01%
+3,422
380
$320K ﹤0.01%
3,554
+1,043
381
$315K ﹤0.01%
3,452
+444
382
$301K ﹤0.01%
4,803
+578
383
$279K ﹤0.01%
+637
384
$259K ﹤0.01%
863
385
$254K ﹤0.01%
642
+97
386
$242K ﹤0.01%
+981
387
$236K ﹤0.01%
662
+92
388
$236K ﹤0.01%
118
389
$229K ﹤0.01%
+1,684
390
$220K ﹤0.01%
439
391
$217K ﹤0.01%
+713
392
$216K ﹤0.01%
433
393
$214K ﹤0.01%
+955
394
$212K ﹤0.01%
970
395
$208K ﹤0.01%
1,427
396
$203K ﹤0.01%
+1,535
397
$196K ﹤0.01%
23,082
+4,061
398
$179K ﹤0.01%
34,597
+3,953
399
$172K ﹤0.01%
48,953
+14,541
400
$134K ﹤0.01%
11,798
+822
13 14 15
16
17