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
151
$1.13M 0.03%
114,908
+37,534
152
$1.13M 0.03%
20,474
+4,997
153
$1.12M 0.03%
13,721
+4,147
154
$1.12M 0.03%
6,048
+1,423
155
$1.12M 0.03%
5,913
+2,551
156
$1.11M 0.03%
16,252
+2,531
157
$1.11M 0.03%
49,969
+12,420
158
$1.11M 0.03%
41,188
+8,071
159
$1.11M 0.03%
21,770
+5,887
160
$1.11M 0.03%
7,674
+1,263
161
$1.11M 0.03%
34,554
+9,345
162
$1.11M 0.03%
28,729
+11,451
163
$1.11M 0.03%
20,800
+6,584
164
$1.11M 0.03%
15,804
+3,347
165
$1.11M 0.03%
2,910
+764
166
$1.11M 0.03%
2,172
+19
167
$1.1M 0.03%
20,377
+7,384
168
$1.1M 0.03%
13,917
+5,093
169
$1.1M 0.03%
10,019
+2,402
170
$1.1M 0.03%
8,533
+2,055
171
$1.1M 0.03%
17,203
+6,538
172
$1.1M 0.03%
29,794
+8,154
173
$1.1M 0.03%
9,633
+3,709
174
$1.1M 0.03%
9,550
+2,541
175
$1.1M 0.03%
9,516
+2,757
5 6
7
8 9