STA
Summit Trail Advisors Portfolio holdings
AUM
$5.78B
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$1.33B
AUM Growth
+$191M
(+17%)
Holding
278
Top Buys
| 1 | +$60.1M | |
| 2 | +$19.8M | |
| 3 | +$18.8M | |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$17.3M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$15.4M |
Top Sells
| 1 | +$38.8M | |
| 2 | +$12.6M | |
| 3 | +$6.17M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.34M |
| 5 |
CAP.U
Capitol Investment Corp. V Units, each consisting of one share of Class A common stock, and one-thir
CAP.U
|
+$5.17M |
Sector Composition
| 1 | Technology | 22.44% |
| 2 | Consumer Discretionary | 6.97% |
| 3 | Industrials | 5.21% |
| 4 | Financials | 4.28% |
| 5 | Communication Services | 4.27% |