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
$292M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$2.85M
3 +$2.48M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.06M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.9M

Top Sells

1 +$1.69M
2 +$830K
3 +$587K
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$284K
5
ACGL icon
Arch Capital
ACGL
+$248K

Sector Composition

1 Materials 1.94%
2 Technology 1.65%
3 Financials 0.72%
4 Consumer Staples 0.13%
5 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$125K 0.04%
2,733