S
StratiFi Portfolio holdings
AUM
$4.13M
This Quarter Return
+0.09%
1 Year Return
+0.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$5.64M
AUM Growth
+$5.64M
(+25%)
Cap. Flow
-$58.3M
Cap. Flow
% of AUM
-1,033.89%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
25
New
2
Increased
–
Reduced
6
Closed
4
Top Buys
| 1 |
Idacorp
IDA
|
$410K |
| 2 |
Cisco
CSCO
|
$244K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$29.6M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$22.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.47M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.89M |
| 5 |
Intel
INTC
|
$1.09M |
Sector Composition
| 1 | Technology | 63.79% |
| 2 | Utilities | 7.27% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
