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
$290M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$1.13M
3 +$1.13M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$515K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$320K

Sector Composition

1 Materials 1.82%
2 Technology 1.42%
3 Financials 0.75%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$136K 0.05%
2,733