SVI

Strategic Vision Investment Portfolio holdings

AUM $56.7M
1-Year Est. Return 125.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+125.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$39.3M
2 +$27.1M
3 +$24.5M
4
PDD icon
Pinduoduo
PDD
+$9.33M
5
RLX icon
RLX Technology
RLX
+$7.52M

Top Sells

1 +$18.1M
2 +$10.6M
3 +$6.92M
4
CRWD icon
CrowdStrike
CRWD
+$5.64M
5
ADAG
Adagene
ADAG
+$440K

Sector Composition

1 Communication Services 36.98%
2 Consumer Staples 30.74%
3 Consumer Discretionary 25.03%
4 Technology 3.44%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0