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
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
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 18.88%
2 Communication Services 13.1%
3 Healthcare 9.12%
4 Consumer Staples 8.63%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORGN icon
726
Origin Materials
ORGN
$8.42M
$4 ﹤0.01%
+1
INO icon
727
Inovio Pharmaceuticals
INO
$111M
$2 ﹤0.01%
+1
SBFM
728
Sunshine Biopharma
SBFM
$2.41M
$1 ﹤0.01%
+1
HCWC
729
Healthy Choice Wellness
HCWC
$7.27M
$1 ﹤0.01%
+4