SIM

Stratos Investment Management Portfolio holdings

AUM $2.5B
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$38.9M
3
+$16.2M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$15.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1
+$6.64M
2
+$4.48M
3
+$3.63M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.62M
5
UBER icon
Uber
UBER
+$3.4M

Sector Composition

1 Technology 7.93%
2 Financials 4.53%
3 Communication Services 3.37%
4 Healthcare 2.58%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
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