QCM
Quest Capital Management Portfolio holdings
AUM
$582M
This Quarter Return
+8.7%
1 Year Return
+31.4%
3 Year Return
+87.68%
5 Year Return
–
10 Year Return
–
AUM
$582M
AUM Growth
+$582M
(+14%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
53.28%
Holding
329
New
34
Increased
132
Reduced
98
Closed
11
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$7.04M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$6.25M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.53M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$2.18M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.1M |
Top Sells
Sector Composition
| 1 | Financials | 30.83% |
| 2 | Technology | 6.84% |
| 3 | Healthcare | 3.08% |
| 4 | Industrials | 2.28% |
| 5 | Consumer Discretionary | 2.12% |
