STAS
Strong Tower Advisory Services Portfolio holdings
AUM
$558M
1-Year Est. Return
19.86%
This Fund
S&P 500
1 Year Est. Return
+19.86%
AUM
$558M
AUM Growth
+$30.5M
(+5.8%)
Holding
101
Top Buys
| 1 | +$26.5M | |
| 2 | +$16M | |
| 3 | +$9.22M | |
| 4 |
Strategy Inc
MSTR
|
+$8.92M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$6.57M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$14.3M | |
| 3 | +$6.25M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.4M |
| 5 |
Weyerhaeuser
WY
|
+$2.27M |
Sector Composition
| 1 | Technology | 17.27% |
| 2 | Industrials | 13.34% |
| 3 | Financials | 10.18% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Healthcare | 7.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Weyerhaeuser
WY
$17.7B
| – | – |
-91,606
|
|