SL

Stevard LLC Portfolio holdings

AUM $26.8M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$199K
2 +$193K
3 +$52.8K
4
TAN icon
Invesco Solar ETF
TAN
+$26.4K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$17.5K

Top Sells

1 +$242K
2 +$239K
3 +$192K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$148K
5
PSQ icon
ProShares Short QQQ
PSQ
+$105K

Sector Composition

1 Healthcare 62.19%
2 Technology 6.55%
3 Consumer Discretionary 2.27%
4 Financials 2.13%
5 Materials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,480