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
151
$3.96M 0.06%
78,543
+20,792
152
$3.87M 0.06%
+38,586
153
$3.81M 0.06%
41,861
+18,308
154
$3.71M 0.06%
+16,413
155
$3.58M 0.06%
+26,490
156
$3.56M 0.06%
+49,765
157
$3.53M 0.05%
39,342
+27,185
158
$3.49M 0.05%
+12,250
159
$3.47M 0.05%
15,709
+5,149
160
$3.45M 0.05%
+16,428
161
$3.43M 0.05%
+38,969
162
$3.42M 0.05%
+63,702
163
$3.39M 0.05%
134,804
+41,934
164
$3.39M 0.05%
+27,093
165
$3.37M 0.05%
119,184
+38,528
166
$3.36M 0.05%
135,790
-1,349,350
167
$3.34M 0.05%
+18,289
168
$3.28M 0.05%
+37,328
169
$3.25M 0.05%
+14,440
170
$3.25M 0.05%
+15,945
171
$3.23M 0.05%
55,907
+10,289
172
$3.21M 0.05%
38,475
+9,719
173
$3.21M 0.05%
96,942
-995,112
174
$3.2M 0.05%
50,785
+12,387
175
$3.2M 0.05%
+34,463
5 6
7
8 9