QC
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QUEST CAPITAL MANAGEMENT INC /ADV13F | |
QUEST CAPITAL MANAGEMENT INC /ADV | |
Last update 2022-01-31 | 318 Stocks (35 new) |
Value $582.00 Mil | Turnover 8 % |
Portfolio Report |
QUEST CAPITAL MANAGEMENT INC /... Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF | Raymond James Financial Inc | 1,585,261 | 159160.000 | -0.87% | 27.350 | -0.25% | 0.760 | +29.44% | +35.02% | 30334.393 | Asset Management | |
USMV | iShares MSCI USA Min Vol Factor ETF | 633,856 | 51279.000 | -1.85% | 8.810 | -0.17% | 0.170 | +5.47% | +16.90% | 24254.584 | ||
VIG | Vanguard Dividend Appreciation FTF | 111,847 | 19210.000 | -4.65% | 3.300 | -0.16% | 0.030 | +4.82% | +15.87% | 82354.346 | ||
VUG | Vanguard Growth ETF | 59,126 | 18974.000 | -2.56% | 3.260 | -0.09% | 0.020 | +9.05% | +27.25% | 133544.808 | ||
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 154,751 | 12617.000 | -5.29% | 2.170 | -0.13% | 0.690 | +0.93% | +15.98% | 2733.723 | ||
EFA | iShares MSCI EAFE ETF | 150,750 | 11861.000 | +0.14% | 2.040 | 0% | 0.020 | +1.47% | +6.46% | 55931.869 | ||
AAPL | Apple Inc | 57,234 | 10163.000 | +2.59% | 1.750 | +0.04% | 0.000 | +7.04% | +21.66% | 3548189.452 | Hardware | |
GLDM | SPDR Gold MiniShares Trust | 275,091 | 10002.000 | -14.74% | 1.720 | -0.33% | 0.390 | +16.12% | +34.09% | 9693.340 | ||
SCHX | Schwab U.S. Large-Cap ETF | 152,556 | 8682.000 | +428.09% | 1.490 | +1.21% | 0.010 | +6.76% | +21.97% | 50240.776 | ||
MSFT | Microsoft Corp | 24,116 | 8111.000 | -0.13% | 1.390 | 0% | 0.000 | +0.90% | +14.92% | 3196324.412 | Software |
QUEST CAPITAL MANAGEMENT INC /ADV's Historical Top Holdings Breakdowns
QUEST CAPITAL MANAGEMENT INC /ADV Total Holding History ($B)
QUEST CAPITAL MANAGEMENT INC /ADV's Asset Allocation
QUEST CAPITAL MANAGEMENT INC /ADV Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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QUEST CAPITAL MANAGEMENT INC /ADV's Hypothetical Growth since 2021-12-31
QUEST CAPITAL MANAGEMENT INC /ADV's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Heat Map
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QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Bubble Chart
QUEST CAPITAL MANAGEMENT INC /ADV News
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