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VF

Vest Financial Portfolio holdings

AUM $8.33B
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
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
+$57.9M
2
+$57.8M
3
+$52.5M
4
META icon
Meta Platforms (Facebook)
META
+$48.5M
5
UNM icon
Unum
UNM
+$45.8M

Top Sells

1
+$35.8M
2
+$35.7M
3
+$34.6M
4
MTG icon
MGIC Investment
MTG
+$32.7M
5
DFS
Discover Financial Services
DFS
+$32.5M

Sector Composition

1 Financials 21.71%
2 Industrials 15.34%
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
401
– –
-181,439
402
– –
-16,106
403
– –
-688,746
404
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-193,890
405
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-45,663
406
– –
-17,795
407
– –
-69,914
408
– –
-98,000
409
– –
-26,735
410
– –
-32,139
411
– –
-56,508
412
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-44,242
413
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-187,340
414
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-21,894
415
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-48,818
416
– –
-12,931
417
– –
-36,331
418
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-113,736
419
– –
-47,858
420
– –
-21,501
421
– –
-78,831
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