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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$273K
2 +$244K
3 +$218K
4
DHR icon
Danaher
DHR
+$217K
5
NEE icon
NextEra Energy
NEE
+$215K

Top Sells

1 +$56.5K
2 +$37K
3 +$26.9K
4
WFC icon
Wells Fargo
WFC
+$25.3K
5
CSCO icon
Cisco
CSCO
+$21.8K

Sector Composition

1 Technology 26.37%
2 Healthcare 16.15%
3 Communication Services 10.08%
4 Consumer Staples 9.39%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.14%
33,943
+225
77
$204K 0.13%
+4,125
78
$204K 0.13%
2,345