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SIM
Stratos Investment Management Portfolio holdings
AUM
$2.49B
1-Year Est. Return
17.24%
This Fund
S&P 500
1 Year Est. Return
+17.24%
AUM
$602M
AUM Growth
-$32.3M
(-5.1%)
Holding
182
Top Buys
| 1 | +$4.22M | |
| 2 | +$2.96M | |
| 3 | +$1.58M | |
| 4 |
WisdomTree Dynamic International Equity Fund
DDWM
|
+$1.43M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.42M |
Top Sells
| 1 | +$2.41M | |
| 2 | +$2.29M | |
| 3 | +$2.01M | |
| 4 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$1.66M |
| 5 |
iShares Future Exponential Technologies ETF
XT
|
+$1.02M |
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Financials | 7.74% |
| 3 | Healthcare | 7.39% |
| 4 | Consumer Discretionary | 5.17% |
| 5 | Consumer Staples | 4.84% |