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
+22.07%
-0.40%
31582.150
Asset Management
USMV
iShares MSCI USA Min Vol Factor ETF
633,856
51279.000
-1.85%
8.810
-0.17%
0.170
-3.58%
-1.25%
22270.782
 
VIG
Vanguard Dividend Appreciation FTF
111,847
19210.000
-4.65%
3.300
-0.16%
0.030
-2.25%
-1.53%
83388.599
 
VUG
Vanguard Growth ETF
59,126
18974.000
-2.56%
3.260
-0.09%
0.020
+5.29%
-0.76%
138856.999
 
MDYG
SPDR S&P 400 Mid Cap Growth ETF
154,751
12617.000
-5.29%
2.170
-0.13%
0.690
-0.83%
-0.30%
2767.964
 
EFA
iShares MSCI EAFE ETF
150,750
11861.000
+0.14%
2.040
0%
0.020
-7.08%
-0.73%
52736.717
 
AAPL
Apple Inc
57,234
10163.000
+2.59%
1.750
+0.04%
0.000
+3.52%
-5.42%
3580182.678
Hardware
GLDM
SPDR Gold MiniShares Trust
275,091
10002.000
-14.74%
1.720
-0.33%
0.390
+3.09%
+3.29%
9572.281
 
SCHX
Schwab U.S. Large-Cap ETF
152,556
8682.000
+428.09%
1.490
+1.21%
0.010
+1.66%
-0.69%
51176.913
 
MSFT
Microsoft Corp
24,116
8111.000
-0.13%
1.390
0%
0.000
+0.95%
-0.60%
3114843.301
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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