SL

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
$295M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$5.42M
3
+$4.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$339K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$313K

Top Sells

1
+$3M
2
+$2.66M
3
+$2.25M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
ACN icon
Accenture
ACN
+$1.58M

Sector Composition

1 Healthcare 27.32%
2 Consumer Discretionary 7.28%
3 Technology 6.18%
4 Financials 1.16%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
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