STAS
Strong Tower Advisory Services Portfolio holdings
AUM
$507M
This Quarter Return
+13.42%
1 Year Return
+40.18%
3 Year Return
+163.17%
5 Year Return
–
10 Year Return
–
AUM
$507M
AUM Growth
+$507M
(+25%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
101
New
4
Increased
75
Reduced
12
Closed
1
Top Buys
Top Sells
1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.6M |
2 |
NVIDIA
NVDA
|
$698K |
3 |
Strategy Inc Common Stock Class A
MSTR
|
$557K |
4 |
FS KKR Capital
FSK
|
$451K |
5 |
Palantir
PLTR
|
$248K |
Sector Composition
1 | Technology | 24.17% |
2 | Industrials | 12.62% |
3 | Financials | 12.43% |
4 | Consumer Discretionary | 7.24% |
5 | Healthcare | 6.49% |