SVI
Strategic Vision Investment Portfolio holdings
AUM
$56.7M
This Quarter Return
-4.28%
1 Year Return
+65.67%
3 Year Return
+47.54%
5 Year Return
+459.94%
10 Year Return
–
AUM
$51.1M
AUM Growth
+$51.1M
(+50%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
37.78%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
18
New
4
Increased
1
Reduced
3
Closed
5
Top Buys
| 1 |
Microsoft
MSFT
|
$18.1M |
| 2 |
Palo Alto Networks
PANW
|
$8.13M |
| 3 |
CrowdStrike
CRWD
|
$7.91M |
| 4 |
ServiceNow
NOW
|
$3.51M |
| 5 |
Datadog
DDOG
|
$1.57M |
Top Sells
| 1 |
ZTO Express
ZTO
|
$6.37M |
| 2 |
Kanzhun
BZ
|
$5.76M |
| 3 |
ACM Research
ACMR
|
$4.88M |
| 4 |
Cloudflare
NET
|
$1.52M |
| 5 |
Braze
BRZE
|
$743K |
Sector Composition
| 1 | Technology | 93.69% |
| 2 | Healthcare | 1.88% |
| 3 | Utilities | 1% |
| 4 | Communication Services | 0% |
| 5 | Industrials | 0% |
