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
126
$1.25M 0.03%
9,044
-300
127
$1.19M 0.03%
85,356
+20,314
128
$1.19M 0.03%
22,571
+5,104
129
$1.19M 0.03%
29,673
+2,930
130
$1.19M 0.03%
29,527
+7,586
131
$1.18M 0.03%
23,193
+6,236
132
$1.17M 0.03%
26,922
+6,080
133
$1.16M 0.03%
5,659
+2,163
134
$1.16M 0.03%
19,035
+5,101
135
$1.16M 0.03%
28,364
+9,006
136
$1.16M 0.03%
11,794
+3,300
137
$1.16M 0.03%
108,354
+14,863
138
$1.16M 0.03%
20,249
+4,788
139
$1.15M 0.03%
87,561
+23,432
140
$1.15M 0.03%
6,286
-189
141
$1.15M 0.03%
62,772
+12,455
142
$1.14M 0.03%
2,812
-80
143
$1.14M 0.03%
31,706
+6,677
144
$1.14M 0.03%
12,903
+2,739
145
$1.14M 0.03%
57,142
+19,394
146
$1.14M 0.03%
40,262
+9,673
147
$1.14M 0.03%
8,667
+709
148
$1.13M 0.03%
40,671
+14,844
149
$1.13M 0.03%
52,751
+5,716
150
$1.13M 0.03%
20,599
+6,613
4 5
6
7 8