SG

Straightline Group Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$44.1M
2 +$30.3M
3 +$22.7M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$17.6M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$17.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.23%
2 Consumer Discretionary 1.76%
3 Financials 1.3%
4 Communication Services 1.1%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.84K ﹤0.01%
+576,666