SAS
Spurstone Advisory Services Portfolio holdings
AUM
$5.84M
1-Year Est. Return
24.76%
This Fund
S&P 500
1 Year Est. Return
+24.76%
AUM
$5.84M
AUM Growth
-$516K
(-8.1%)
Holding
102
Top Buys
| 1 | +$68.6K | |
| 2 | +$4.4K | |
| 3 | +$4.25K | |
| 4 |
Microsoft
MSFT
|
+$4.18K |
| 5 |
Salesforce
CRM
|
+$4.14K |
Top Sells
| 1 | +$262K | |
| 2 | +$135K | |
| 3 | +$43.8K | |
| 4 |
Ford
F
|
+$39.5K |
| 5 |
SentinelOne
S
|
+$37.5K |
Sector Composition
| 1 | Technology | 31.44% |
| 2 | Industrials | 20.75% |
| 3 | Energy | 16.23% |
| 4 | Healthcare | 14.13% |
| 5 | Financials | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kimberly-Clark
KMB
$32.7B
| – | – |
-100
|
|
||
102
Kenvue
KVUE
$33.7B
| – | – |
-500
|
|