VST

Van Strum & Towne Portfolio holdings

AUM $340M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.3M
3 +$7.25M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.66M
5
CRM icon
Salesforce
CRM
+$2.13M

Sector Composition

1 Technology 22.28%
2 Financials 11.66%
3 Healthcare 11.49%
4 Communication Services 8.3%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.08%
2,612
102
$207K 0.08%
430
103
-21,058
104
-2,451
105
-3,780