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
176
$4.28M 0.06%
64,305
+13,520
177
$4.28M 0.06%
18,886
+2,443
178
$4.26M 0.06%
33,177
+6,084
179
$4.24M 0.06%
49,303
+10,828
180
$4.21M 0.06%
27,236
+7,277
181
$4.2M 0.06%
30,957
+12,460
182
$4.18M 0.06%
97,744
+20,466
183
$4.18M 0.06%
94,998
+16,455
184
$4.18M 0.06%
75,866
+12,164
185
$4.18M 0.06%
17,983
+3,543
186
$4.15M 0.06%
15,170
+2,920
187
$4.14M 0.06%
31,506
+6,408
188
$4.13M 0.06%
23,929
+9,999
189
$4.13M 0.06%
31,422
+7,544
190
$4.1M 0.06%
128,107
+28,008
191
$4.09M 0.06%
59,044
+14,120
192
$4.08M 0.06%
27,954
+7,885
193
$4.05M 0.06%
14,494
+4,456
194
$4.04M 0.06%
20,475
+4,047
195
$4.04M 0.06%
11,027
+2,965
196
$4.04M 0.06%
20,405
+5,636
197
$4.03M 0.06%
22,374
+6,389
198
$4.03M 0.06%
103,823
+44,699
199
$3.99M 0.06%
43,313
+8,850
200
$3.98M 0.06%
29,169
+8,226
6 7
8
9 10