VF

Vest Financial Portfolio holdings

AUM $7.66B
1-Year Est. Return 8.29%
This Quarter Est. Return
1 Year Est. Return
+8.29%
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
+$60.3M
2
+$59.4M
3
+$52.4M
4
UNM icon
Unum
UNM
+$48.3M
5
EBAY icon
eBay
EBAY
+$44.3M

Top Sells

1
+$36.1M
2
+$36M
3
+$35.7M
4
MTG icon
MGIC Investment
MTG
+$33.4M
5
RDN icon
Radian Group
RDN
+$32.9M

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
26
$60.4M 0.94%
271,749
+83,423
27
$60.3M 0.94%
+970,416
28
$60.3M 0.94%
732,089
+11,511
29
$59.4M 0.92%
+141,669
30
$59.4M 0.92%
633,520
+58,339
31
$59M 0.92%
157,234
+44,283
32
$58.6M 0.91%
487,093
-10,693
33
$58.5M 0.91%
1,008,887
+112,366
34
$57.6M 0.9%
227,369
+5,985
35
$56.9M 0.88%
803,135
+88,678
36
$56.8M 0.88%
515,985
-37,051
37
$56.6M 0.88%
377,540
+38,967
38
$56.3M 0.87%
206,554
+17,548
39
$56.3M 0.87%
1,451,710
-49,440
40
$56.1M 0.87%
624,797
-8,812
41
$55.8M 0.87%
271,706
+349
42
$55.8M 0.87%
109,873
-7,024
43
$55.7M 0.87%
467,665
-34,137
44
$55M 0.85%
733,235
-29,423
45
$54.9M 0.85%
1,775,216
-50,444
46
$54.9M 0.85%
1,616,243
+457,598
47
$54.5M 0.85%
5,615,629
+488,281
48
$53.6M 0.83%
820,150
+50,825
49
$53.2M 0.83%
152,222
-4,759
50
$53M 0.82%
604,185
-100,337
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