VST

Van Strum & Towne Portfolio holdings

AUM $358M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.25M
3 +$608K
4
DVN icon
Devon Energy
DVN
+$41.1K
5
HPQ icon
HP
HPQ
+$23K

Top Sells

1 +$1.62M
2 +$1.38M
3 +$239K
4
CVX icon
Chevron
CVX
+$111K
5
XOM icon
Exxon Mobil
XOM
+$110K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.37%
3 Industrials 12.06%
4 Energy 11.43%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.17%
9,020
-1,650
52
$229K 0.17%
5,445
53
-4,969