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SFG

Strive Financial Group Portfolio holdings

AUM $188M
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
$188M
AUM Growth
-$918K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.66M
3
+$1.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.52M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M

Top Sells

1
+$1.36M
2
+$426K
3
+$421K
4
C icon
Citigroup
C
+$376K
5
AMGN icon
Amgen
AMGN
+$334K

Sector Composition

1 Technology 16.02%
2 Communication Services 11.76%
3 Consumer Staples 8.48%
4 Consumer Discretionary 7.98%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLH icon
576
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$3K ﹤0.01%
+31
TM icon
577
Toyota
TM
$209B
$3K ﹤0.01%
15
UNP icon
578
Union Pacific
UNP
$171B
$3K ﹤0.01%
11
VICR icon
579
Vicor
VICR
$12.6B
$3K ﹤0.01%
19
VT icon
580
Vanguard Total World Stock ETF
VT
$75.8B
$3K ﹤0.01%
19
YSEP icon
581
FT Vest International Equity Buffer ETF September
YSEP
$119M
$3K ﹤0.01%
113
RDDT icon
582
Reddit
RDDT
$37.7B
$3K ﹤0.01%
23
-294
AAAU icon
583
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.49B
$2K ﹤0.01%
50
+9
ARKX icon
584
ARK Space & Defense Innovation ETF
ARKX
$882M
$2K ﹤0.01%
81
ARM icon
585
Arm
ARM
$350B
$2K ﹤0.01%
12
ATKR icon
586
Atkore
ATKR
$2.44B
$2K ﹤0.01%
30
AVDE icon
587
Avantis International Equity ETF
AVDE
$17.3B
$2K ﹤0.01%
+23
AVLV icon
588
Avantis US Large Cap Value ETF
AVLV
$16.8B
$2K ﹤0.01%
+27
BBCA icon
589
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$2K ﹤0.01%
26
BBJP icon
590
JPMorgan BetaBuilders Japan ETF
BBJP
$17.9B
$2K ﹤0.01%
35
CALF icon
591
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.54B
$2K ﹤0.01%
52
CROX icon
592
Crocs
CROX
$6.58B
$2K ﹤0.01%
23
-1,012
DHI icon
593
D.R. Horton
DHI
$43.6B
$2K ﹤0.01%
15
DIA icon
594
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.7B
$2K ﹤0.01%
5
ES icon
595
Eversource Energy
ES
$28B
$2K ﹤0.01%
34
-24
FBCG icon
596
Fidelity Blue Chip Growth ETF
FBCG
$6.98B
$2K ﹤0.01%
+34
FCG icon
597
First Trust Natural Gas ETF
FCG
$589M
$2K ﹤0.01%
55
FSLR icon
598
First Solar
FSLR
$24.6B
$2K ﹤0.01%
8
FTGS icon
599
First Trust Growth Strength ETF
FTGS
$1.28B
$2K ﹤0.01%
+54
HIMS icon
600
Hims & Hers Health
HIMS
$7.95B
$2K ﹤0.01%
100
22 23
24
25 26