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SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$269M
1-Year Est. Return
22.03%
This Fund
S&P 500
This Quarter
Est. Return
-3.3%
1 Year Est. Return
+22.03%
3 Year Est. Return
+74.64%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$269M
AUM Growth
-$118K
(-0.04%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
177
New
28
Increased
70
Reduced
50
Closed
5
Top Buys
| 1 |
Microsoft
MSFT
|
+$2.46M |
| 2 |
Arbor Realty Trust
ABR
|
+$1.4M |
| 3 |
ARR
Armour Residential REIT
ARR
|
+$1.3M |
| 4 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$854K |
| 5 |
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
|
+$629K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.96M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$1.56M |
| 3 |
VanEck Bitcoin Trust
HODL
|
+$428K |
| 4 |
Micron Technology
MU
|
+$392K |
| 5 |
CoStar Group
CSGP
|
+$355K |
Sector Composition
| 1 | Technology | 25.76% |
| 2 | Consumer Discretionary | 6.33% |
| 3 | Financials | 6.15% |
| 4 | Communication Services | 5.86% |
| 5 | Consumer Staples | 4.19% |
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