SC
Sinecera Capital Portfolio holdings
AUM
$82.9M
1-Year Return
21.72%
This Quarter Return
+6.09%
1 Year Return
+21.72%
3 Year Return
+13.68%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.47%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$27.9M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$18.3M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$15.2M |
| 4 |
iShares Gold Trust
IAU
|
$8.48M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$5.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.08% |
| 2 | Technology | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amplify Transformational Data Sharing ETF
BLOK
$1.15B
| $215K | 0.21% |
+6,086
| New | +$215K |
|