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
201
$1.04M 0.02%
4,819
+879
202
$1.01M 0.02%
1,111
-31
203
$987K 0.02%
22,839
+4,950
204
$914K 0.02%
4,703
-177
205
$754K 0.02%
1,147
+189
206
$743K 0.02%
38,865
+3,637
207
$705K 0.02%
3,089
+4
208
$698K 0.02%
17,829
+3,106
209
$674K 0.02%
3,405
-204
210
$674K 0.02%
3,157
+759
211
$662K 0.02%
779
+42
212
$649K 0.02%
1,680
+504
213
$584K 0.01%
1,697
+78
214
$574K 0.01%
8,519
+3,889
215
$499K 0.01%
1,939
+140
216
$497K 0.01%
15,349
+4,067
217
$483K 0.01%
31,919
+7,913
218
$478K 0.01%
2,239
+177
219
$476K 0.01%
7,060
+730
220
$453K 0.01%
12,250
+3,261
221
$439K 0.01%
2,759
-904
222
$435K 0.01%
3,517
-129
223
$428K 0.01%
1,590
+145
224
$421K 0.01%
12,034
-706
225
$417K 0.01%
10,740
+452
7 8
9
10 11