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
51
$52.5M 0.82%
2,728,878
-194,521
52
$52.4M 0.81%
+115,354
53
$52.3M 0.81%
210,932
-11,183
54
$51.9M 0.81%
506,876
-24,938
55
$51.6M 0.8%
225,194
-12,659
56
$51.1M 0.79%
627,582
+593,479
57
$49.8M 0.77%
509,555
+11,311
58
$49.8M 0.77%
338,189
-18,825
59
$49.8M 0.77%
213,399
+1,743
60
$49.7M 0.77%
141,927
+28,870
61
$49.7M 0.77%
246,379
+18,341
62
$49M 0.76%
448,247
+706
63
$48.8M 0.76%
84,599
+75,213
64
$48.7M 0.76%
277,062
-30,121
65
$48.5M 0.75%
49,073
-3,358
66
$48.2M 0.75%
163,496
-12,713
67
$47.4M 0.74%
616,832
+65,174
68
$46.8M 0.73%
141,770
-9,064
69
$46.6M 0.72%
425,355
-103,820
70
$46.1M 0.72%
527,185
-43,907
71
$45.2M 0.7%
184,141
+33,618
72
$44.5M 0.69%
617,657
+21,120
73
$44.3M 0.69%
+654,216
74
$44M 0.68%
130,651
+27,664
75
$43.6M 0.68%
706,823
+43,442
1 2
3
4 5