PS

Portfolio Strategies Portfolio holdings

AUM $860M
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$20.6K
2
+$5.76K
3
+$1.52K

Top Sells

1
+$15.9M
2
+$8.73M
3
+$349K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$337K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$219K

Sector Composition

1 Financials 1.87%
2 Technology 0.48%
3 Healthcare 0.21%
4 Industrials 0.18%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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