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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
$7.88B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$17.8M
3
+$16.7M
4
GE icon
GE Aerospace
GE
+$16.3M
5
DOV icon
Dover
DOV
+$15.4M

Top Sells

1
+$21.2M
2
+$19M
3
+$17.8M
4
CAT icon
Caterpillar
CAT
+$17M
5
ABBV icon
AbbVie
ABBV
+$14.4M

Sector Composition

1 Financials 21.81%
2 Industrials 17.23%
3 Technology 16.73%
4 Consumer Staples 11.8%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
401
Zoetis
ZTS
$33B
$266K ﹤0.01%
2,116
+243
WB icon
402
Weibo
WB
$1.83B
$259K ﹤0.01%
25,360
+11,147
VIV icon
403
Telefônica Brasil
VIV
$20.9B
$258K ﹤0.01%
21,743
+7,498
PSA icon
404
Public Storage
PSA
$56.5B
$257K ﹤0.01%
+991
RELX icon
405
RELX
RELX
$57.4B
$257K ﹤0.01%
+6,359
CVNA icon
406
Carvana
CVNA
$50.3B
$256K ﹤0.01%
+3,035
TEF
407
DELISTED
Telefonica
TEF
$255K ﹤0.01%
62,951
+29,736
SIMO icon
408
Silicon Motion
SIMO
$9.73B
$241K ﹤0.01%
+2,605
ENTG icon
409
Entegris
ENTG
$23.9B
$229K ﹤0.01%
+2,720
RBLX icon
410
Roblox
RBLX
$34.6B
$228K ﹤0.01%
2,813
+411
CHT icon
411
Chunghwa Telecom
CHT
$36B
$226K ﹤0.01%
+5,423
ASX icon
412
ASE Group
ASX
$81.9B
$209K ﹤0.01%
12,954
+637
WDAY icon
413
Workday
WDAY
$31B
$200K ﹤0.01%
+932
VSH icon
414
Vishay Intertechnology
VSH
$8.37B
$181K ﹤0.01%
+12,505
UMC icon
415
United Microelectronic
UMC
$55.3B
$167K ﹤0.01%
21,259
+7,376
HIMX
416
Himax Technologies
HIMX
$2.99B
$144K ﹤0.01%
17,596
+7,296
WIT icon
417
Wipro
WIT
$24.2B
$112K ﹤0.01%
39,527
+10,844
NVR icon
418
NVR
NVR
$17.5B
– –
-38
ADSK icon
419
Autodesk
ADSK
$42.7B
– –
-937
AON icon
420
Aon
AON
$70.6B
– –
-894
IOSP icon
421
Innospec
IOSP
$2.07B
– –
-11,210
IT icon
422
Gartner
IT
$9.51B
– –
-783
KMPR icon
423
Kemper
KMPR
$1.52B
– –
-18,597
SLVM icon
424
Sylvamo
SLVM
$1.6B
– –
-14,406
SM icon
425
SM Energy
SM
$6.72B
– –
-29,422
14 15 16
17
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