VST
Van Strum & Towne Portfolio holdings
AUM
$317M
This Quarter Return
+4.28%
1 Year Return
+13.52%
3 Year Return
+51.38%
5 Year Return
+106.05%
10 Year Return
+200.37%
AUM
$242M
AUM Growth
+$242M
(+3.3%)
Cap. Flow
-$937K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
48.33%
Holding
100
New
3
Increased
18
Reduced
20
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.36M |
| 2 |
Caterpillar
CAT
|
$738K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$395K |
| 4 |
iShares California Muni Bond ETF
CMF
|
$285K |
| 5 |
Nike
NKE
|
$221K |
Sector Composition
| 1 | Technology | 24.34% |
| 2 | Healthcare | 13.33% |
| 3 | Consumer Staples | 7.05% |
| 4 | Financials | 6.44% |
| 5 | Communication Services | 5.18% |
