SG
Sharper & Granite Portfolio holdings
AUM
$263M
This Quarter Return
+5.94%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+6.9%)
Cap. Flow
+$2.48M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
35.62%
Holding
103
New
4
Increased
43
Reduced
45
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Communication Services | 0.77% |
| 3 | Consumer Staples | 0.49% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Financials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Global Clean Energy ETF
ICLN
$1.53B
| $158K | 0.07% |
10,774
-205
| -2% | -$3.01K |
|
|
BTC
102
Grayscale Bitcoin Mini Trust ETF
BTC
$4.83B
| $123K | 0.06% |
+21,900
| New | +$123K |
|
103
Rivian
RIVN
$16.8B
| $112K | 0.05% |
10,000
| – | – |
|