SFG

Strive Financial Group Portfolio holdings

AUM $202M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$9.51M
3 +$7.08M
4
MSFT icon
Microsoft
MSFT
+$6.33M
5
NVDA icon
NVIDIA
NVDA
+$6.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.47%
2 Communication Services 12.32%
3 Healthcare 8.62%
4 Consumer Staples 8.08%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROIV icon
526
Roivant Sciences
ROIV
$20.2B
$5.1K ﹤0.01%
+235
WIW
527
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$530M
$5K ﹤0.01%
+582
CLBT icon
528
Cellebrite
CLBT
$3.09B
$4.96K ﹤0.01%
+275
B
529
Barrick Mining
B
$83.3B
$4.88K ﹤0.01%
+112
AIG icon
530
American International
AIG
$42.8B
$4.88K ﹤0.01%
+57
EEM icon
531
iShares MSCI Emerging Markets ETF
EEM
$28.7B
$4.87K ﹤0.01%
+89
WM icon
532
Waste Management
WM
$92.6B
$4.83K ﹤0.01%
+22
LOW icon
533
Lowe's Companies
LOW
$156B
$4.82K ﹤0.01%
+20
XXRP
534
Teucrium 2x Long Daily XRP ETF
XXRP
$101M
$4.74K ﹤0.01%
+497
BLOK icon
535
Amplify Blockchain Technology ETF
BLOK
$1.03B
$4.72K ﹤0.01%
+83
YEXT icon
536
Yext
YEXT
$666M
$4.71K ﹤0.01%
+585
SNPS icon
537
Synopsys
SNPS
$84.3B
$4.7K ﹤0.01%
+10
FIX icon
538
Comfort Systems
FIX
$51.8B
$4.67K ﹤0.01%
+5
FITB
539
Fifth Third Bancorp
FITB
$45.2B
$4.63K ﹤0.01%
+99
IAU icon
540
iShares Gold Trust
IAU
$83B
$4.63K ﹤0.01%
+57
CCEP icon
541
Coca-Cola Europacific Partners
CCEP
$48.3B
$4.63K ﹤0.01%
+51
SHIP icon
542
Seanergy Maritime Holdings
SHIP
$299M
$4.62K ﹤0.01%
+500
ALKT icon
543
Alkami Technology
ALKT
$1.64B
$4.61K ﹤0.01%
+200
APPN icon
544
Appian
APPN
$1.84B
$4.61K ﹤0.01%
+130
MSTR icon
545
Strategy Inc
MSTR
$41.4B
$4.56K ﹤0.01%
+30
PTC icon
546
PTC
PTC
$18.3B
$4.53K ﹤0.01%
+26
FXI icon
547
iShares China Large-Cap ETF
FXI
$6.4B
$4.52K ﹤0.01%
+118
VTIP icon
548
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$4.5K ﹤0.01%
+91
FRSH icon
549
Freshworks
FRSH
$2.02B
$4.47K ﹤0.01%
+365
IJT icon
550
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.82B
$4.38K ﹤0.01%
+31