SFS

Solitude Financial Services Portfolio holdings

AUM $276M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$337K
3 +$181K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$96.4K
5
JPM icon
JPMorgan Chase
JPM
+$50.2K

Sector Composition

1 Financials 14.68%
2 Technology 4.85%
3 Communication Services 2.44%
4 Energy 1.64%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,443