SIM
Stratos Investment Management Portfolio holdings
AUM
$2.18B
This Quarter Return
-15.35%
1 Year Return
+13.56%
3 Year Return
+48.96%
5 Year Return
+80.79%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(-13%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
40.38%
Holding
127
New
18
Increased
52
Reduced
26
Closed
30
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$3.03M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.24M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.6M |
| 4 |
Cisco
CSCO
|
$1.51M |
| 5 |
Home Depot
HD
|
$1.46M |
Top Sells
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Healthcare | 8.63% |
| 3 | Financials | 6.98% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Communication Services | 6.22% |