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
$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 15.3%
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
401
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-69,914
402
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403
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404
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405
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-56,508
406
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407
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-181,439
408
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409
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-688,746
410
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411
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412
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-21,894
413
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-48,818
414
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415
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416
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417
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-47,858
418
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419
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-193,890
420
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-45,663
421
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-78,831
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