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
$528M
AUM Growth
+$20.8M
(+4.1%)
Holding
103
Top Buys
| 1 | +$14M | |
| 2 | +$9.22M | |
| 3 | +$6.78M | |
| 4 |
UnitedHealth
UNH
|
+$2.37M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.55M |
Top Sells
| 1 | +$22.9M | |
| 2 | +$16.4M | |
| 3 | +$3.07M | |
| 4 |
CION Investment
CION
|
+$1.9M |
| 5 |
Enovix
ENVX
|
+$1.38M |
Sector Composition
| 1 | Technology | 20.08% |
| 2 | Industrials | 12.92% |
| 3 | Financials | 10.21% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Healthcare | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell Mid-Cap ETF
IWR
$47.7B
| – | – |
-9,600
|
|
||
102
lululemon athletica
LULU
$17.7B
| – | – |
-1,005
|
|
||
103
Novo Nordisk
NVO
$163B
| – | – |
-44,420
|
|