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
76
$23.6M 0.57%
317,641
+18,713
77
$23.5M 0.56%
926,429
+156,428
78
$23.4M 0.56%
641,562
+120,162
79
$23.4M 0.56%
115,604
+19,424
80
$23.3M 0.56%
142,723
+16,160
81
$23.3M 0.56%
81,409
+24,161
82
$23.2M 0.56%
746,664
+160,778
83
$23.1M 0.56%
1,073,756
+198,553
84
$23.1M 0.55%
311,849
+91,670
85
$23M 0.55%
789,466
+222,693
86
$23M 0.55%
1,104,631
+210,515
87
$22.9M 0.55%
278,314
+58,232
88
$22.9M 0.55%
559,510
+38,104
89
$22.9M 0.55%
254,774
+55,564
90
$22.7M 0.55%
96,333
+5,109
91
$22.7M 0.54%
213,330
+17,060
92
$22.7M 0.54%
86,855
+23,373
93
$22.6M 0.54%
41,800
+6,967
94
$22.6M 0.54%
172,981
+27,157
95
$22.5M 0.54%
179,143
+36,347
96
$22.5M 0.54%
148,585
+23,815
97
$22.4M 0.54%
562,249
+57,426
98
$22.3M 0.54%
27,093
+1,087
99
$22.3M 0.53%
327,749
+91,567
100
$22.3M 0.53%
96,207
+15,025
2 3
4
5 6