SC
Sinecera Capital Portfolio holdings
AUM
$82.9M
1-Year Est. Return
21.76%
This Fund
S&P 500
1 Year Est. Return
+21.76%
AUM
$82.9M
AUM Growth
+$9.87M
(+14%)
Holding
30
Top Buys
| 1 | +$2.37M | |
| 2 | +$1.05M | |
| 3 | +$738K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$476K |
| 5 |
iShares Gold Trust Micro
IAUM
|
+$382K |
Top Sells
| 1 | +$133K | |
| 2 | +$70.2K | |
| 3 | +$53.6K | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$42.4K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$35.4K |
Sector Composition
| 1 | Technology | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$92.2B
| $414K | 0.5% |
3,537
|
|
||
|
27
Grayscale Bitcoin Trust
GBTC
$27.9B
| $344K | 0.41% |
6,806
-728
|
|
||
28
Microsoft
MSFT
$3.01T
| $265K | 0.32% |
617
+95
|
|
||
29
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $245K | 0.3% |
2,166
|
|
||
30
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
| $243K | 0.29% |
10,152
|
|