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
$172M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$9.96M
3 +$8.54M
4
AAPL icon
Apple
AAPL
+$7.43M
5
MSFT icon
Microsoft
MSFT
+$6.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 19.83%
2 Healthcare 17.99%
3 Financials 16.68%
4 Technology 15.14%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.12%
+507
102
$25K 0.01%
+16,570