SAM

Stringer Asset Management Portfolio holdings

AUM $64.2M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
-16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.06M
3
+$3.76M
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$3.03M
5
XRLV icon
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$2.28M

Top Sells

1
+$4.37M
2
+$3.72M
3
+$2.91M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.73M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$2.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-89,679
27
– –
-62,639
28
– –
-80,047
1
2