QC

QUEST CAPITAL MANAGEMENT INC /ADV

13F
QUEST CAPITAL MANAGEMENT INC /ADV
Last update 2022-01-31 318 Stocks (35 new)
Value $582.00 Mil Turnover 8 %
Countries:
Portfolio Report
QUEST CAPITAL MANAGEMENT INC /... Top Holdings of 2021-12-31 View Full List
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)

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QUEST CAPITAL MANAGEMENT INC /ADV's Asset Allocation

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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 %

QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Heat Map

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QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Bubble Chart

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