PS
Portfolio Strategies Portfolio holdings
AUM
$768M
This Quarter Return
+33.11%
1 Year Return
+14.48%
3 Year Return
+99.73%
5 Year Return
+230.22%
10 Year Return
–
AUM
$511M
AUM Growth
+$511M
(+42%)
Cap. Flow
+$72.1M
Cap. Flow
% of AUM
14.1%
Top 10 Holdings %
Top 10 Hldgs %
62.01%
Holding
58
New
11
Increased
10
Reduced
23
Closed
5
Top Buys
Top Sells
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$22.5M |
| 2 |
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
|
$16.6M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$13.1M |
| 4 |
ARK Web x.0 ETF
ARKW
|
$11.4M |
| 5 |
ProShares Online Retail ETF
ONLN
|
$11.4M |
Sector Composition
| 1 | Technology | 0.55% |
| 2 | Financials | 0.51% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Communication Services | 0.14% |
| 5 | Materials | 0.12% |
