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
$3.77B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$24.1M
3
+$22M
4
WSM icon
Williams-Sonoma
WSM
+$20.6M
5
EXE
Expand Energy Corp
EXE
+$19.5M

Top Sells

1
+$25.8M
2
+$18.5M
3
+$14.5M
4
LPX icon
Louisiana-Pacific
LPX
+$14.1M
5
GS icon
Goldman Sachs
GS
+$13.8M

Sector Composition

1 Industrials 18.64%
2 Financials 17.91%
3 Consumer Staples 17.46%
4 Materials 9.75%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$871K 0.02%
21,640
+16,285
177
$869K 0.02%
+22,603
178
$868K 0.02%
15,461
+10,793
179
$866K 0.02%
+6,411
180
$863K 0.02%
+93,491
181
$862K 0.02%
5,644
+3,962
182
$862K 0.02%
5,170
+3,625
183
$862K 0.02%
26,743
+19,170
184
$860K 0.02%
1,487
+1,046
185
$860K 0.02%
+6,759
186
$859K 0.02%
+3,362
187
$858K 0.02%
+5,924
188
$858K 0.02%
+4,571
189
$858K 0.02%
+14,216
190
$854K 0.02%
+37,748
191
$853K 0.02%
6,251
+4,283
192
$853K 0.02%
+2,146
193
$852K 0.02%
15,883
+10,447
194
$852K 0.02%
+33,117
195
$852K 0.02%
37,549
+27,478
196
$847K 0.02%
+13,721
197
$846K 0.02%
10,665
+7,940
198
$842K 0.02%
+13,977
199
$841K 0.02%
3,445
+2,323
200
$831K 0.02%
25,209
+18,395
6 7
8
9 10