S

ShariaPortfolio Portfolio holdings

AUM $261M
1-Year Est. Return 53.96%
This Quarter Est. Return
1 Year Est. Return
+53.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.49M
3
+$2.48M
4
NKE icon
Nike
NKE
+$1.51M
5
TSLA icon
Tesla
TSLA
+$1.5M

Top Sells

1
+$2.45M
2
+$2.22M
3
+$2.15M
4
SMLR icon
Semler Scientific
SMLR
+$2.02M
5
XOM icon
Exxon Mobil
XOM
+$1.93M

Sector Composition

1 Technology 21.97%
2 Consumer Discretionary 17.12%
3 Healthcare 4.11%
4 Financials 3.69%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 15.27%
755,072
-28,946
2
$28.7M 14.9%
1,591,787
+276,555
3
$27.7M 14.4%
106,948
+5,795
4
$25.3M 13.12%
87,597
-7,718
5
$18.4M 9.55%
727,507
-22,249
6
$15.4M 8.01%
701,924
+159,116
7
$8.1M 4.21%
414,750
+30,853
8
$6.63M 3.44%
61,129
+22,914
9
$5.79M 3.01%
861,433
+89,623
10
$3.8M 1.97%
104,803
-55,650
11
$3.28M 1.7%
12,904
+3,244
12
$2.5M 1.3%
6,527
+3,163
13
$2.29M 1.19%
13,828
-1,287
14
$2.08M 1.08%
19,703
+2,983
15
$1.91M 0.99%
87,131
+23,713
16
$1.87M 0.97%
17,929
+3,892
17
$1.82M 0.95%
7,943
+3
18
$1.64M 0.85%
9,890
-281
19
$1.51M 0.79%
+23,845
20
$1.31M 0.68%
+20,018
21
$991K 0.51%
+2,316
22
$877K 0.46%
3,949
-200
23
$653K 0.34%
8,867
+538
24
$390K 0.2%
1,353
-63
25
$204K 0.11%
544
-109
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