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
$315M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$2M
3 +$1.74M
4
AAPL icon
Apple
AAPL
+$708K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$400K

Top Sells

1 +$1.44M
2 +$853K
3 +$726K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$670K
5
NUE icon
Nucor
NUE
+$369K

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