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
$3.77B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$24.1M
3
+$22M
4
WSM icon
Williams-Sonoma
WSM
+$20.6M
5
EXE
Expand Energy Corp
EXE
+$19.5M

Top Sells

1
+$25.8M
2
+$18.5M
3
+$14.5M
4
LPX icon
Louisiana-Pacific
LPX
+$14.1M
5
GS icon
Goldman Sachs
GS
+$13.8M

Sector Composition

1 Industrials 18.64%
2 Financials 17.91%
3 Consumer Staples 17.46%
4 Materials 9.75%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.03%
+9,344
127
$1.06M 0.03%
+2,153
128
$1.02M 0.03%
9,686
-137,832
129
$986K 0.03%
+6,475
130
$983K 0.03%
+3,792
131
$970K 0.03%
6,325
+4,307
132
$964K 0.03%
+4,880
133
$961K 0.03%
12,993
+9,713
134
$947K 0.03%
+10,792
135
$941K 0.03%
+32,741
136
$932K 0.02%
16,957
-222,601
137
$929K 0.02%
8,472
+6,414
138
$924K 0.02%
9,574
+6,766
139
$919K 0.02%
7,617
+5,324
140
$919K 0.02%
+25,593
141
$912K 0.02%
22,457
+15,634
142
$910K 0.02%
15,477
+10,467
143
$909K 0.02%
2,744
+2,000
144
$908K 0.02%
25,029
-354,433
145
$907K 0.02%
7,009
+4,697
146
$905K 0.02%
20,842
+15,379
147
$905K 0.02%
+3,496
148
$901K 0.02%
13,986
+9,923
149
$899K 0.02%
+2,566
150
$896K 0.02%
+65,042
4 5
6
7 8