STAS
Strong Tower Advisory Services Portfolio holdings
AUM
$528M
1-Year Est. Return
39.4%
1 Year Est. Return
+39.4%
AUM
$507M
AUM Growth
+$101M
(+25%)
Holding
101
Top Buys
| 1 | +$8.79M | |
| 2 | +$7.74M | |
| 3 | +$2.16M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.16M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1M |
Top Sells
| 1 | +$12.6M | |
| 2 | +$698K | |
| 3 | +$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 | 6.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| – | – |
-80,736
|
|