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
126
$11.4M 0.18%
101,228
+81,422
127
$11.4M 0.18%
+316,870
128
$11.4M 0.18%
+115,073
129
$10.7M 0.17%
493,138
-986,727
130
$10.4M 0.16%
143,333
-316,524
131
$10.4M 0.16%
+15,429
132
$10.1M 0.16%
121,074
-274,291
133
$9.97M 0.15%
34,530
-95,953
134
$9.93M 0.15%
18,646
+8,154
135
$9.76M 0.15%
78,003
-224,532
136
$9.45M 0.15%
16,293
+15,948
137
$9.21M 0.14%
234,852
-583,472
138
$8.85M 0.14%
+50,329
139
$8.72M 0.14%
+97,342
140
$7.54M 0.12%
+47,138
141
$6.9M 0.11%
31,719
+13,437
142
$6.68M 0.1%
37,161
+13,021
143
$6.65M 0.1%
47,567
+18,824
144
$6.4M 0.1%
12,219
+5,176
145
$5.46M 0.08%
34,978
+14,757
146
$5.43M 0.08%
6,570
+2,782
147
$5.43M 0.08%
20,934
+8,868
148
$5.11M 0.08%
112,592
+42,645
149
$4.54M 0.07%
19,608
+8,307
150
$4.41M 0.07%
+21,350
4 5
6
7 8