SAM
Stringer Asset Management Portfolio holdings
AUM
$64.2M
This Quarter Return
+3.67%
1 Year Return
-16.57%
3 Year Return
+16.38%
5 Year Return
+29.95%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.92%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$15.7M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$12.9M |
| 3 |
WisdomTree International Equity Fund
DWM
|
$8.03M |
| 4 |
Vanguard Total Bond Market
BND
|
$7.04M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$6.98M |
Top Sells
No sells this quarter
