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
151
$5.26M 0.07%
23,451
+2,101
152
$5.2M 0.07%
9,719
+1,925
153
$5.19M 0.07%
158,622
+23,818
154
$5.13M 0.07%
69,890
+25,706
155
$5.08M 0.07%
18,530
+2,821
156
$4.97M 0.07%
56,591
+22,424
157
$4.92M 0.07%
22,526
+8,910
158
$4.89M 0.07%
6,208
+1,200
159
$4.88M 0.07%
54,326
+21,094
160
$4.84M 0.07%
19,698
+3,753
161
$4.82M 0.07%
48,407
+6,546
162
$4.78M 0.07%
45,552
+8,224
163
$4.77M 0.07%
45,976
+7,390
164
$4.76M 0.07%
60,180
+20,838
165
$4.64M 0.07%
167,140
+68,585
166
$4.62M 0.07%
19,829
+3,416
167
$4.56M 0.06%
29,067
+5,931
168
$4.53M 0.06%
156,533
+37,349
169
$4.47M 0.06%
79,852
+16,511
170
$4.43M 0.06%
122,936
+25,994
171
$4.41M 0.06%
57,022
+7,257
172
$4.41M 0.06%
262,846
+108,387
173
$4.37M 0.06%
209,701
+43,075
174
$4.33M 0.06%
92,080
+20,090
175
$4.31M 0.06%
49,480
+10,511
5 6
7
8 9