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

Top Buys

1
+$60.3M
2
+$59.4M
3
+$52.4M
4
UNM icon
Unum
UNM
+$48.3M
5
EBAY icon
eBay
EBAY
+$44.3M

Top Sells

1
+$36.1M
2
+$36M
3
+$35.7M
4
MTG icon
MGIC Investment
MTG
+$33.4M
5
RDN icon
Radian Group
RDN
+$32.9M

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
201
$2.8M 0.04%
8,701
+3,118
202
$2.8M 0.04%
43,670
+15,418
203
$2.78M 0.04%
+19,959
204
$2.74M 0.04%
15,985
+2,208
205
$2.73M 0.04%
16,443
+5,751
206
$2.67M 0.04%
+4,338
207
$2.67M 0.04%
37,620
+5,944
208
$2.66M 0.04%
20,069
+8,498
209
$2.62M 0.04%
57,203
+14,141
210
$2.61M 0.04%
24,708
+5,158
211
$2.59M 0.04%
+54,278
212
$2.58M 0.04%
+33,232
213
$2.57M 0.04%
23,632
+2,664
214
$2.55M 0.04%
+98,555
215
$2.54M 0.04%
68,759
+29,822
216
$2.5M 0.04%
+18,497
217
$2.48M 0.04%
151,021
+8,926
218
$2.47M 0.04%
26,838
+11,368
219
$2.44M 0.04%
+13,930
220
$2.43M 0.04%
15,315
+6,487
221
$2.43M 0.04%
+13,616
222
$2.42M 0.04%
+7,636
223
$2.41M 0.04%
+29,999
224
$2.41M 0.04%
+25,996
225
$2.41M 0.04%
+34,167
7 8
9
10 11