SL
Stevard LLC Portfolio holdings
AUM
$26.8M
This Quarter Return
+0.66%
1 Year Return
+42.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-59%)
Cap. Flow
-$177M
Cap. Flow
% of AUM
-145.41%
Top 10 Holdings %
Top 10 Hldgs %
76.32%
Holding
72
New
–
Increased
8
Reduced
26
Closed
29
Top Buys
| 1 |
RDUS
Radius Recycling
RDUS
|
$97.1K |
| 2 |
Etsy
ETSY
|
$51.2K |
| 3 |
TSMC
TSM
|
$43.6K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$36.3K |
| 5 |
Maxeon Solar Technologies
MAXN
|
$26.4K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$56.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
$25.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$16.5M |
| 4 |
Tesla
TSLA
|
$13.2M |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
$9.76M |
Sector Composition
| 1 | Healthcare | 59.67% |
| 2 | Technology | 9.98% |
| 3 | Consumer Discretionary | 4.65% |
| 4 | Financials | 1.62% |
| 5 | Communication Services | 1.43% |
