SA
Strategic Advisors Portfolio holdings
AUM
$620M
1-Year Est. Return
25.24%
1 Year Est. Return
+25.24%
AUM
$508M
AUM Growth
-$10.5M
(-2%)
Holding
201
Top Buys
| 1 | +$1.54M | |
| 2 | +$1.34M | |
| 3 | +$1.34M | |
| 4 |
Trade Desk
TTD
|
+$1.25M |
| 5 |
XPeng
XPEV
|
+$792K |
Top Sells
| 1 | +$18.5M | |
| 2 | +$7.51M | |
| 3 | +$6.64M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$4.98M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$3.69M |
Sector Composition
| 1 | Technology | 30.23% |
| 2 | Financials | 11.76% |
| 3 | Consumer Discretionary | 10.68% |
| 4 | Industrials | 8.7% |
| 5 | Communication Services | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Adobe
ADBE
$137B
| – | – |
-778
|
|