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
SYM icon
651
Symbotic
SYM
$7.08B
$1.9K ﹤0.01%
+32
ATKR icon
652
Atkore
ATKR
$2.23B
$1.9K ﹤0.01%
+30
IMMR icon
653
Immersion
IMMR
$197M
$1.87K ﹤0.01%
+275
INDI icon
654
indie Semiconductor
INDI
$715M
$1.82K ﹤0.01%
+516
SMOG icon
655
VanEck Low Carbon Energy ETF
SMOG
$142M
$1.81K ﹤0.01%
+14
CYBR
656
DELISTED
CyberArk
CYBR
$1.78K ﹤0.01%
+4
KR icon
657
Kroger
KR
$44.1B
$1.75K ﹤0.01%
+28
AAAU icon
658
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.18B
$1.75K ﹤0.01%
+41
WU icon
659
Western Union
WU
$2.98B
$1.7K ﹤0.01%
+183
JD icon
660
JD.com
JD
$39.1B
$1.69K ﹤0.01%
+59
SPTS icon
661
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.54B
$1.64K ﹤0.01%
+56
VLO icon
662
Valero Energy
VLO
$60.8B
$1.63K ﹤0.01%
+10
UBSI icon
663
United Bankshares
UBSI
$5.94B
$1.61K ﹤0.01%
+42
SCHO icon
664
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.61K ﹤0.01%
+66
LYB icon
665
LyondellBasell Industries
LYB
$18.8B
$1.56K ﹤0.01%
+36
ICF icon
666
iShares Select U.S. REIT ETF
ICF
$2.1B
$1.55K ﹤0.01%
+26
UNM icon
667
Unum
UNM
$11.9B
$1.55K ﹤0.01%
+20
KCCA icon
668
KraneShares California Carbon Allowance Strategy ETF
KCCA
$108M
$1.51K ﹤0.01%
+90
PNW icon
669
Pinnacle West Capital
PNW
$12B
$1.51K ﹤0.01%
+17
REMX icon
670
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.76B
$1.5K ﹤0.01%
+20
EIX icon
671
Edison International
EIX
$29B
$1.5K ﹤0.01%
+25
INDY icon
672
iShares S&P India Nifty 50 Index Fund
INDY
$641M
$1.48K ﹤0.01%
+30
MGM icon
673
MGM Resorts International
MGM
$8.97B
$1.46K ﹤0.01%
+40
CAN
674
Canaan Creative
CAN
$330M
$1.41K ﹤0.01%
+2,050
YOU icon
675
Clear Secure
YOU
$3.27B
$1.4K ﹤0.01%
+40