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
$282M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.19M
3 +$759K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$138K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$54.3K

Sector Composition

1 Materials 2.21%
2 Technology 1.9%
3 Financials 0.73%
4 Consumer Discretionary 0.15%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,100