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
$226M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.57M
3
+$4.93M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.18M
5
DE icon
Deere & Co
DE
+$1.07M

Top Sells

1
+$6.1M
2
+$4.01M
3
+$3.16M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
TSLA icon
Tesla
TSLA
+$1.21M

Sector Composition

1 Technology 19.72%
2 Financials 18.21%
3 Industrials 14.97%
4 Consumer Discretionary 11.01%
5 Healthcare 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.45%
3,450
+129
52
$1.01M 0.45%
5,947
+226
53
$1M 0.44%
12,474
+449
54
$986K 0.44%
4,967
+273
55
$981K 0.43%
17,835
+68
56
$967K 0.43%
15,701
+957
57
$908K 0.4%
8,325
+562
58
$900K 0.4%
17,133
+744
59
$876K 0.39%
5,653
+362
60
$869K 0.38%
3,627
+225
61
$814K 0.36%
6,837
+319
62
$796K 0.35%
5,433
+352
63
$791K 0.35%
15,665
+834
64
$765K 0.34%
22,014
+1,761
65
$748K 0.33%
7,953
+460
66
$741K 0.33%
6,100
+440
67
$709K 0.31%
14,755
+876
68
$708K 0.31%
5,360
+429
69
$684K 0.3%
14,282
+1,179
70
$651K 0.29%
36,920
+3,342
71
$612K 0.27%
604
+16
72
$554K 0.25%
4,364
+127
73
$528K 0.23%
+1,209
74
$525K 0.23%
+19,049
75
$508K 0.23%
29,614
+937
1 2
3
4