SA
Strategic Advocates Portfolio holdings
AUM
$391M
1-Year Est. Return
21.65%
This Fund
S&P 500
1 Year Est. Return
+21.65%
AUM
$391M
AUM Growth
+$6.86M
(+1.8%)
Holding
651
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.56M | |
| 3 | +$1.21M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.09M |
| 5 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$1.05M |
Top Sells
| 1 | +$1.02M | |
| 2 | +$358K | |
| 3 | +$353K | |
| 4 |
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
|
+$317K |
| 5 |
Apple
AAPL
|
+$279K |
Sector Composition
| 1 | Technology | 18.25% |
| 2 | Communication Services | 4.22% |
| 3 | Consumer Discretionary | 3.4% |
| 4 | Industrials | 3.12% |
| 5 | Financials | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
10x Genomics
TXG
$2.42B
| – | – |
-2
|
|