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
151
$1.54M 0.03%
8,181
+5,422
152
$1.54M 0.03%
31,470
+6,084
153
$1.54M 0.03%
15,748
+4,740
154
$1.54M 0.03%
9,788
+3,153
155
$1.54M 0.03%
53,811
+12,623
156
$1.53M 0.03%
7,154
+1,709
157
$1.53M 0.03%
6,220
+561
158
$1.53M 0.03%
39,012
+4,458
159
$1.53M 0.03%
3,913
+359
160
$1.53M 0.03%
72,125
+9,353
161
$1.52M 0.03%
9,869
+319
162
$1.52M 0.03%
22,616
+5,413
163
$1.52M 0.03%
49,525
+19,852
164
$1.52M 0.03%
13,883
+4,250
165
$1.51M 0.03%
28,573
+7,974
166
$1.51M 0.03%
23,458
+4,010
167
$1.5M 0.03%
20,104
+1,069
168
$1.5M 0.03%
10,477
+458
169
$1.5M 0.03%
34,131
+4,337
170
$1.5M 0.03%
17,451
+1,199
171
$1.5M 0.03%
8,485
+2,233
172
$1.5M 0.03%
34,804
+6,440
173
$1.49M 0.03%
6,855
+1,533
174
$1.49M 0.03%
11,382
+1,820
175
$1.49M 0.03%
13,725
+1,931
5 6
7
8 9