SG

Strid Group Portfolio holdings

AUM $803M
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.9M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$620K
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$389K

Top Sells

1
+$1.39M
2
+$823K
3
+$697K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$641K
5
NUE icon
Nucor
NUE
+$355K

Sector Composition

1 Materials 1.73%
2 Technology 1.64%
3 Financials 0.74%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204K 0.06%
+3,516
27
$128K 0.04%
2,733
1
2