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
101
$29.1M 0.45%
372,697
-41,679
102
$29.1M 0.45%
+209,571
103
$28.9M 0.45%
161,787
-11,304
104
$28.4M 0.44%
78,221
+71,371
105
$28.1M 0.44%
+58,131
106
$28M 0.43%
243,800
+1,254
107
$27.9M 0.43%
217,504
-56,665
108
$25.1M 0.39%
+196,315
109
$21.9M 0.34%
23,146
+20,966
110
$21M 0.33%
665,445
+582,712
111
$20.8M 0.32%
30,566
-21,703
112
$20.4M 0.32%
128,833
-61,846
113
$19.6M 0.3%
+445,698
114
$17M 0.26%
+50,066
115
$16.9M 0.26%
102,428
-75,420
116
$15M 0.23%
27,429
-39,283
117
$14.9M 0.23%
235,473
-208,097
118
$13.8M 0.21%
72,709
+30,683
119
$12.6M 0.2%
62,992
+53,583
120
$12.4M 0.19%
73,810
+23,751
121
$11.9M 0.18%
227,735
-524,356
122
$11.7M 0.18%
104,942
-262,361
123
$11.6M 0.18%
53,633
-114,676
124
$11.6M 0.18%
+401,531
125
$11.5M 0.18%
274,403
-496,478
3 4
5
6 7