VF

Vest Financial Portfolio holdings

AUM $7.88B
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.06B
AUM Growth
+$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.7M
3
+$18.6M
4
SWK icon
Stanley Black & Decker
SWK
+$18.5M
5
WST icon
West Pharmaceutical
WST
+$18.4M

Top Sells

1
+$13.8M
2
+$11.8M
3
+$11.7M
4
GRMN icon
Garmin
GRMN
+$11.6M
5
RF icon
Regions Financial
RF
+$10.7M

Sector Composition

1 Financials 21.46%
2 Industrials 17.44%
3 Technology 13.63%
4 Consumer Staples 13.03%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.9M 0.2%
112,236
+11,008
127
$13.7M 0.19%
62,610
+15,043
128
$12.9M 0.18%
363,726
-301,719
129
$12.8M 0.18%
228,539
+804
130
$12.5M 0.18%
25,793
+7,147
131
$12.2M 0.17%
353,362
+36,492
132
$11.5M 0.16%
162,424
-73,049
133
$11.2M 0.16%
341,928
+306,789
134
$11.2M 0.16%
+21,097
135
$10.8M 0.15%
51,916
+14,755
136
$10.6M 0.15%
119,499
-1,575
137
$10.2M 0.14%
13,859
-1,570
138
$9.76M 0.14%
44,173
+12,454
139
$9.57M 0.14%
+47,528
140
$9.34M 0.13%
+35,015
141
$9.26M 0.13%
29,151
+8,217
142
$8.74M 0.12%
49,269
+14,291
143
$7.13M 0.1%
9,150
+2,580
144
$6.87M 0.1%
49,970
+2,832
145
$6.47M 0.09%
48,310
+14,660
146
$6.46M 0.09%
149,226
+36,634
147
$6.25M 0.09%
27,306
+7,698
148
$5.6M 0.08%
22,847
+4,558
149
$5.51M 0.08%
10,276
+1,575
150
$5.31M 0.08%
17,018
+4,799
4 5
6
7 8