SIA
Serenity Investment Advisors Portfolio holdings
AUM
$214M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$214M
AUM Growth
+$42.4M
(+25%)
Holding
81
Top Buys
| 1 | +$53.5M | |
| 2 | +$11.2M | |
| 3 | +$10.6M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.45M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$2.35M |
Top Sells
| 1 | +$1.26M | |
| 2 | +$885K | |
| 3 | +$815K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$402K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$268K |
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Financials | 1.84% |
| 3 | Healthcare | 1.42% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Communication Services | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
| – | – |
-2,835
|
|
||
|
77
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.1B
| – | – |
-4,000
|
|
||
78
Eli Lilly
LLY
$949B
| – | – |
-191
|
|
||
79
Cardinal Health
CAH
$46.9B
| – | – |
-1,278
|
|
||
80
Airbnb
ABNB
$78.7B
| – | – |
-1,499
|
|
||
81
Blackstone
BX
$144B
| – | – |
-1,594
|
|