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
$5.19B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.5M
3
+$12.7M
4
GPC icon
Genuine Parts
GPC
+$12.3M
5
ALB icon
Albemarle
ALB
+$12.1M

Top Sells

1
+$9.15M
2
+$4.13M
3
+$4.13M
4
BRO icon
Brown & Brown
BRO
+$3.48M
5
DHI icon
D.R. Horton
DHI
+$2.99M

Sector Composition

1 Financials 18.65%
2 Industrials 17.68%
3 Consumer Staples 16.51%
4 Technology 9.85%
5 Materials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.7M 0.98%
198,469
-493
52
$50.4M 0.97%
481,092
+67,112
53
$50.2M 0.97%
295,037
+32,941
54
$50.1M 0.97%
413,812
+38,460
55
$50.1M 0.97%
169,488
-13,977
56
$50M 0.96%
357,711
+87,718
57
$49.8M 0.96%
338,454
+51,669
58
$49.8M 0.96%
206,712
+18,578
59
$49.5M 0.95%
1,560,847
+322,645
60
$49.4M 0.95%
347,269
+21,339
61
$49.4M 0.95%
521,537
+127,549
62
$47.5M 0.92%
434,168
+36,211
63
$46.8M 0.9%
429,827
+38,204
64
$46.7M 0.9%
782,428
+63,716
65
$45.4M 0.88%
151,217
+35,771
66
$44.6M 0.86%
2,213,663
+411,931
67
$40.4M 0.78%
93,814
+29,614
68
$38.6M 0.74%
165,771
+33,826
69
$32.7M 0.63%
615,109
+89,523
70
$30.3M 0.58%
240,057
+57,230
71
$30M 0.58%
148,649
+52,316
72
$29.8M 0.57%
361,746
+83,432
73
$29.6M 0.57%
191,134
+37,618
74
$29.6M 0.57%
344,416
+32,567
75
$29.5M 0.57%
83,571
+11,948
1 2
3
4 5