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
$5.19B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.5M
3
+$12.7M
4
GPC icon
Genuine Parts
GPC
+$12.3M
5
ALB icon
Albemarle
ALB
+$12.1M

Top Sells

1
+$9.15M
2
+$4.13M
3
+$4.13M
4
BRO icon
Brown & Brown
BRO
+$3.48M
5
DHI icon
D.R. Horton
DHI
+$2.99M

Sector Composition

1 Financials 18.65%
2 Industrials 17.68%
3 Consumer Staples 16.51%
4 Technology 9.85%
5 Materials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.69M 0.05%
10,286
+6,881
127
$2.3M 0.04%
16,814
-3,609
128
$2.25M 0.04%
6,973
+199
129
$1.97M 0.04%
9,504
+6,347
130
$1.83M 0.04%
15,476
+6,432
131
$1.81M 0.03%
4,466
+2,769
132
$1.8M 0.03%
14,550
+4,467
133
$1.78M 0.03%
2,009
+1,230
134
$1.64M 0.03%
4,188
+1,278
135
$1.6M 0.03%
29,346
-2,943
136
$1.58M 0.03%
8,138
+2,113
137
$1.57M 0.03%
8,339
+2,291
138
$1.57M 0.03%
53,891
+16,397
139
$1.57M 0.03%
8,157
+2,244
140
$1.56M 0.03%
19,131
+2,720
141
$1.56M 0.03%
10,410
+2,988
142
$1.56M 0.03%
82,528
+32,559
143
$1.55M 0.03%
26,159
+4,389
144
$1.55M 0.03%
19,612
+4,553
145
$1.55M 0.03%
10,378
+1,845
146
$1.55M 0.03%
9,799
+2,125
147
$1.55M 0.03%
17,696
+3,779
148
$1.55M 0.03%
10,853
+2,186
149
$1.55M 0.03%
43,449
+15,765
150
$1.55M 0.03%
28,120
+7,646
4 5
6
7 8