SIM

Stratos Investment Management Portfolio holdings

AUM $2.18B
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$2.33M
3 +$1.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.18M

Top Sells

1 +$7.56M
2 +$3.63M
3 +$1.59M
4
IBM icon
IBM
IBM
+$1.23M
5
VZ icon
Verizon
VZ
+$676K

Sector Composition

1 Technology 9.87%
2 Financials 6.86%
3 Healthcare 6.47%
4 Consumer Staples 4.81%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,792
177
-2,214