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
$271M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$1.1M
3 +$880K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$374K
5
META icon
Meta Platforms (Facebook)
META
+$203K

Top Sells

1 +$14.7M
2 +$9.53M
3 +$4.9M
4
DWAT
Arrow Investments Trust Arrow DWA Tactical ETF
DWAT
+$677K
5
NUE icon
Nucor
NUE
+$62.9K

Sector Composition

1 Materials 2.27%
2 Technology 1.92%
3 Financials 0.86%
4 Consumer Discretionary 0.13%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$104K 0.04%
2,733
+54
27
-57,413