SC

Solstein Capital Portfolio holdings

AUM $249M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$913K
3 +$714K
4
DOCS icon
Doximity
DOCS
+$675K
5
SE icon
Sea Limited
SE
+$637K

Top Sells

1 +$3.58M
2 +$1.11M
3 +$889K
4
VUG icon
Vanguard Growth ETF
VUG
+$853K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$484K

Sector Composition

1 Technology 19.98%
2 Consumer Discretionary 9.75%
3 Financials 7.63%
4 Communication Services 4.85%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$25.3K 0.01%
340
252
$24.8K 0.01%
+139
253
$24.5K 0.01%
+56
254
$24.5K 0.01%
391
+218
255
$24.3K 0.01%
360
256
$24K 0.01%
+685
257
$23.7K 0.01%
+258
258
$23.7K 0.01%
139
259
$23.6K 0.01%
+931
260
$23.3K 0.01%
313
+82
261
$22.8K 0.01%
+148
262
$22.7K 0.01%
31
263
$22.6K 0.01%
+300
264
$22.5K 0.01%
400
+100
265
$22.4K 0.01%
135
+35
266
$22.4K 0.01%
+190
267
$22.3K 0.01%
515
+363
268
$21.9K 0.01%
+37
269
$21.8K 0.01%
+82
270
$21.7K 0.01%
+249
271
$21.7K 0.01%
+81
272
$21.7K 0.01%
+79
273
$21.6K 0.01%
+97
274
$21.5K 0.01%
213
275
$21.4K 0.01%
203