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
$289M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$787K
3 +$482K
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$318K
5
AVGO icon
Broadcom
AVGO
+$260K

Sector Composition

1 Technology 24.62%
2 Healthcare 13.12%
3 Financials 7.6%
4 Consumer Staples 6.18%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$231K 0.08%
+2,649
102
$227K 0.08%
1,972
103
$221K 0.08%
+1,620
104
$221K 0.08%
+386
105
$204K 0.07%
+8,050
106
-1,348
107
-9,910