SG

Strid Group Portfolio holdings

AUM $787M
1-Year Est. Return 12.93%
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$60.2M
2 +$40.7M
3 +$35.9M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$24.4M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Materials 2.66%
2 Technology 2.25%
3 Financials 0.6%
4 Real Estate 0.11%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$201K 0.09%
+15,000
27
$148K 0.07%
+10,000
28
$131K 0.06%
+10,000
29
$116K 0.05%
+10,000
30
$109K 0.05%
+10,000
31
$105K 0.05%
+2,545
32
$75K 0.03%
+75