SM

STF Management Portfolio holdings

AUM $253M
1-Year Est. Return 28.69%
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$465K
2 +$260K

Top Sells

1 +$9.84M
2 +$9.6M
3 +$5.23M
4
NVDA icon
NVIDIA
NVDA
+$5.22M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 52.48%
2 Communication Services 16.61%
3 Consumer Discretionary 15.09%
4 Healthcare 5.67%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,103
102
-2,837