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
$4.17B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.6M
3
+$12.7M
4
CB icon
Chubb
CB
+$11.9M
5
AFL icon
Aflac
AFL
+$11.5M

Top Sells

1
+$48.1M
2
+$2.52M
3
+$983K
4
CHX
ChampionX
CHX
+$919K
5
AMR icon
Alpha Metallurgical Resources
AMR
+$909K

Sector Composition

1 Financials 19.18%
2 Industrials 17.34%
3 Consumer Staples 16.69%
4 Materials 9.69%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.3M 0.99%
45,726
+3,693
52
$41.2M 0.99%
161,866
+36,984
53
$41.2M 0.99%
301,741
+31,691
54
$41M 0.98%
574,040
+77,181
55
$40.9M 0.98%
375,352
+85,850
56
$40.9M 0.98%
1,302,564
+229,940
57
$40.3M 0.97%
1,801,732
+411,845
58
$40M 0.96%
120,161
-7,557
59
$40M 0.96%
270,225
+5,043
60
$39M 0.94%
168,284
+21,413
61
$39M 0.94%
903,698
+223,185
62
$38.8M 0.93%
485,832
+95,050
63
$38M 0.91%
115,446
+8,729
64
$37.8M 0.91%
1,238,202
+17,055
65
$37.6M 0.9%
393,988
+102,533
66
$37.3M 0.9%
269,993
+8,472
67
$28.7M 0.69%
64,200
+9,308
68
$27.8M 0.67%
131,945
+3,670
69
$25.1M 0.6%
470,694
+130,526
70
$25M 0.6%
525,586
+103,862
71
$24.5M 0.59%
519,761
+79,857
72
$24.4M 0.59%
1,218,820
+254,320
73
$23.8M 0.57%
324,855
+80,735
74
$23.7M 0.57%
182,827
+49,612
75
$23.6M 0.57%
414,417
+63,828
1 2
3
4 5