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Stevard LLC Portfolio holdings

AUM $26.8M
1-Year Est. Return 42.43%
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$97.1K
2
+$51.2K
3
+$43.6K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$36.3K
5
MAXN icon
Maxeon Solar Technologies
MAXN
+$25.4K

Top Sells

1
+$56.3M
2
+$25.6M
3
+$16.5M
4
TSLA icon
Tesla
TSLA
+$13.2M
5
VONV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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