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
$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 17.46%
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
401
$30.5K ﹤0.01%
+10,108
402
– –
-31,135
403
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-7,026
404
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-7,528
405
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-5,493
406
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-234,852
407
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-9,484
408
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-493,138
409
– –
-8,807
410
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-11,820
411
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-22,816
412
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-53,633
413
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-11,706
414
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-48,678
415
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-2,939
416
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-4,143
417
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-4,165
418
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-11,740
419
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-12,804
420
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-35,410
421
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-11,964
422
– –
-1,259
423
– –
-104,942
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