SC
Solstein Capital Portfolio holdings
AUM
$249M
1-Year Est. Return
27.92%
This Fund
S&P 500
1 Year Est. Return
+27.92%
AUM
$249M
AUM Growth
+$30.7M
(+14%)
Holding
504
Top Buys
| 1 | +$5.3M | |
| 2 | +$3.13M | |
| 3 | +$2.43M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.35M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.95M |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.6M | |
| 3 | +$809K | |
| 4 |
BP
BP
|
+$759K |
| 5 |
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
|
+$540K |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Consumer Discretionary | 8.7% |
| 3 | Financials | 6.5% |
| 4 | Communication Services | 6.07% |
| 5 | Healthcare | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Verizon
VZ
$197B
| – | – |
-152
|
|
||
502
Woodside Energy
WDS
$43.8B
| – | – |
-410
|
|
||
503
W.R. Berkley
WRB
$25.9B
| – | – |
-168
|
|
||
504
Zai Lab
ZLAB
$2.57B
| – | – |
-685
|
|