SG
Strid Group Portfolio holdings
AUM
$711M
This Quarter Return
+5.93%
1 Year Return
+11.75%
3 Year Return
+38.03%
5 Year Return
+72.22%
10 Year Return
–
AUM
$658M
AUM Growth
+$658M
(+8.8%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
88.32%
Holding
64
New
6
Increased
19
Reduced
25
Closed
5
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$7.4M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.39M |
| 3 |
Alpha Architect US Quantitative Value ETF
QVAL
|
$2.68M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.43M |
| 5 |
First Trust DorseyWright DALI 1 ETF
DALI
|
$1.49M |
Top Sells
Sector Composition
| 1 | Materials | 1.33% |
| 2 | Technology | 1.18% |
| 3 | Financials | 0.56% |
| 4 | Communication Services | 0.21% |
| 5 | Industrials | 0.18% |
