SA
Strategic Advocates Portfolio holdings
AUM
$337M
1-Year Est. Return
27.04%
1 Year Est. Return
+27.04%
AUM
$288M
AUM Growth
-$8.45M
(-2.9%)
Holding
132
Top Buys
| 1 | +$6.5M | |
| 2 | +$2.16M | |
| 3 | +$2.01M | |
| 4 |
Broadcom
AVGO
|
+$1.78M |
| 5 |
Arista Networks
ANET
|
+$1.77M |
Top Sells
| 1 | +$4.97M | |
| 2 | +$2.65M | |
| 3 | +$2M | |
| 4 |
Synopsys
SNPS
|
+$1.98M |
| 5 |
KLA
KLAC
|
+$1.72M |
Sector Composition
| 1 | Technology | 15.41% |
| 2 | Communication Services | 3.87% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Industrials | 2.48% |
| 5 | Financials | 2.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Bitcoin Trust
IBIT
$78B
| – | – |
-4,072
|
|
||
127
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| – | – |
-10,208
|
|
||
128
iShares Russell 3000 ETF
IWV
$17.5B
| – | – |
-662
|
|
||
|
129
KLA
KLAC
$157B
| – | – |
-2,729
|
|
||
130
iShares MSCI Global Metals & Mining Producers ETF
PICK
$923M
| – | – |
-38,146
|
|
||
131
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$718M
| – | – |
-29,594
|
|
||
|
TBIL
132
US Treasury 3 Month Bill ETF
TBIL
$5.95B
| – | – |
-5,170
|
|