SEA
Stegent Equity Advisors Portfolio holdings
AUM
$128M
1-Year Est. Return
25.55%
1 Year Est. Return
+25.55%
AUM
$128M
AUM Growth
+$5.47M
(+4.5%)
Holding
129
Top Buys
| 1 | +$2.7M | |
| 2 | +$1.89M | |
| 3 | +$1.69M | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$1.49M |
| 5 |
HECA
Hedgeye Capital Allocation ETF
HECA
|
+$1.41M |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.5M | |
| 3 | +$991K | |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
+$942K |
| 5 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$899K |
Sector Composition
| 1 | Financials | 5.9% |
| 2 | Technology | 5.49% |
| 3 | Consumer Staples | 4.55% |
| 4 | Communication Services | 4.5% |
| 5 | Healthcare | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Simplify Managed Futures Strategy ETF
CTA
$1.22B
| – | – |
-10,219
|
|
||
127
Salesforce
CRM
$219B
| – | – |
-1,145
|
|
||
128
Clorox
CLX
$13.6B
| – | – |
-8,036
|
|
||
129
ProShares Bitcoin Strategy ETF
BITO
$2.53B
| – | – |
-15,438
|
|