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
$59.9M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$2.34M
3 +$2.26M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.61M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.61M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-82,482
27
-7,927
28
-336,078
29
-9,955
30
-93,003
31
-8,103