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:
Top Holdings: RJF(27.35%)USMV(8.81%)VIG(3.30%)VUG(3.26%)MDYG(2.17%)
Summary Stock Picks Current Portfolio
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
159,160.0
-0.87%
27.350
-0.25%
0.760
+23.21%
+4.05%
32,280.7
Asset Management
USMV
iShares MSCI USA Min Vol Factor ETF
633,856
51,279.0
-1.85%
8.810
-0.17%
0.170
+1.95%
+6.79%
23,944.1
 
VIG
Vanguard Dividend Appreciation FTF
111,847
19,210.0
-4.65%
3.300
-0.16%
0.030
+11.15%
+7.09%
87,948.4
 
VUG
Vanguard Growth ETF
59,126
18,974.0
-2.56%
3.260
-0.09%
0.020
+24.44%
+7.95%
152,432.4
 
MDYG
SPDR S&P 400 Mid Cap Growth ETF
154,751
12,617.0
-5.29%
2.170
-0.13%
0.690
+16.60%
+2.50%
2,310.7
 
EFA
iShares MSCI EAFE ETF
150,750
11,861.0
+0.14%
2.040
0%
0.020
+13.38%
+20.45%
64,562.5
 
AAPL
Apple Inc
57,234
10,163.0
+2.59%
1.750
+0.04%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
GLDM
SPDR Gold MiniShares Trust
275,091
10,002.0
-14.74%
1.720
-0.33%
0.390
+7.31%
+27.02%
15,906.6
 
SCHX
Schwab U.S. Large-Cap ETF
152,556
8,682.0
+428.09%
1.490
+1.21%
0.010
+17.13%
+7.49%
56,642.8
 
MSFT
Microsoft Corp
24,116
8,111.0
-0.13%
1.390
0%
0.000
+33.94%
+18.80%
3,707,650.2
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

To

QUEST CAPITAL MANAGEMENT INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

QUEST CAPITAL MANAGEMENT INC /ADV News

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