STAS

Strong Tower Advisory Services Portfolio holdings

AUM $528M
1-Year Est. Return 39.4%
This Quarter Est. Return
1 Year Est. Return
+39.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$2.49M
3
+$1.73M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
NVDA icon
NVIDIA
NVDA
+$1.3M

Top Sells

1
+$3.07M
2
+$2.94M
3
+$2.34M
4
VZ icon
Verizon
VZ
+$2.24M
5
XLNX
Xilinx Inc
XLNX
+$1.46M

Sector Composition

1 Financials 23.15%
2 Technology 17.29%
3 Consumer Discretionary 15.84%
4 Healthcare 15.18%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.92%
26,700
+1,780
27
$1.73M 0.88%
+19,831
28
$1.47M 0.75%
14,882
+2,257
29
$1.47M 0.75%
10,949
+3,282
30
$1.46M 0.75%
8,271
+3,041
31
$1.41M 0.72%
10,539
+1,583
32
$1.41M 0.72%
3,940
+1,064
33
$1.4M 0.71%
3,215
+572
34
$1.39M 0.71%
+12,687
35
$1.39M 0.71%
11,679
+4,387
36
$1.38M 0.71%
6,462
+612
37
$1.36M 0.69%
21,084
+1,219
38
$1.32M 0.68%
6,529
+505
39
$1.3M 0.67%
11,734
+2,333
40
$1.3M 0.67%
23,422
+1,428
41
$1.3M 0.66%
12,818
+1,013
42
$1.27M 0.65%
24,549
+1,368
43
$1.27M 0.65%
5,250
+337
44
$1.26M 0.64%
1,646
+248
45
$1.24M 0.63%
12,452
+914
46
$1.23M 0.63%
4,316
+354
47
$1.22M 0.62%
23,698
+3,571
48
$1.2M 0.62%
6,559
+746
49
$1.18M 0.61%
4,764
+383
50
$1.18M 0.6%
4,732
+909
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2
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