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
176
$1.1M 0.03%
27,684
+5,227
177
$1.1M 0.03%
16,107
+4,482
178
$1.1M 0.03%
13,552
+2,760
179
$1.1M 0.03%
5,445
+2,000
180
$1.09M 0.03%
19,448
+4,427
181
$1.09M 0.03%
5,322
+794
182
$1.09M 0.03%
37,494
+4,753
183
$1.09M 0.03%
27,665
+5,062
184
$1.09M 0.03%
9,123
+2,798
185
$1.09M 0.03%
+42,979
186
$1.09M 0.03%
6,252
+1,082
187
$1.09M 0.03%
16,411
+2,434
188
$1.08M 0.03%
3,554
+770
189
$1.08M 0.03%
1,470
-17
190
$1.08M 0.03%
2,952
+386
191
$1.08M 0.03%
11,008
+3,828
192
$1.07M 0.03%
7,422
+1,778
193
$1.07M 0.03%
+25,386
194
$1.07M 0.03%
8,711
+2,460
195
$1.07M 0.03%
15,059
+3,138
196
$1.07M 0.03%
9,562
+2,358
197
$1.06M 0.03%
6,635
+1,520
198
$1.06M 0.03%
11,620
+3,148
199
$1.05M 0.03%
6,025
+1,454
200
$1.05M 0.03%
16,866
+7,062
6 7
8
9 10