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
$6.44B
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$57.8M
3
+$52.5M
4
META icon
Meta Platforms (Facebook)
META
+$48.5M
5
UNM icon
Unum
UNM
+$45.8M

Top Sells

1
+$35.8M
2
+$35.7M
3
+$34.6M
4
MTG icon
MGIC Investment
MTG
+$32.7M
5
DFS
Discover Financial Services
DFS
+$32.5M

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
176
$3.19M 0.05%
166,626
+34,346
177
$3.14M 0.05%
+44,184
178
$3.14M 0.05%
+63,341
179
$3.14M 0.05%
33,650
+13,940
180
$3.13M 0.05%
71,990
+16,457
181
$3.13M 0.05%
10,038
+4,082
182
$3.09M 0.05%
+77,278
183
$3.07M 0.05%
5,008
+1,975
184
$3.07M 0.05%
+15,487
185
$3.06M 0.05%
+78,295
186
$3.04M 0.05%
100,099
+28,258
187
$3.01M 0.05%
15,302
+3,583
188
$3.01M 0.05%
+44,924
189
$2.99M 0.05%
23,136
+6,132
190
$2.99M 0.05%
+31,821
191
$2.98M 0.05%
14,769
+3,663
192
$2.98M 0.05%
+32,488
193
$2.95M 0.05%
8,062
+3,252
194
$2.95M 0.05%
+8,237
195
$2.94M 0.05%
+68,584
196
$2.88M 0.04%
+69,225
197
$2.88M 0.04%
7,794
+2,530
198
$2.86M 0.04%
23,878
+5,609
199
$2.86M 0.04%
+25,098
200
$2.84M 0.04%
15,712
+4,182
6 7
8
9 10