S
Surevest Portfolio holdings
AUM
$368M
1-Year Return
13.7%
This Quarter Return
+6.86%
1 Year Return
-13.7%
3 Year Return
+24.6%
5 Year Return
–
10 Year Return
–
AUM
$422M
AUM Growth
+$26.2M
(+6.6%)
Cap. Flow
+$7.03M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
555
New
444
Increased
9
Reduced
74
Closed
1
Top Buys
Top Sells
| 1 |
Lockheed Martin
LMT
|
$2.41M |
| 2 |
iShares MSCI China ETF
MCHI
|
$2.03M |
| 3 |
PayPal
PYPL
|
$2M |
| 4 |
Alibaba
BABA
|
$1.88M |
| 5 |
Zoom
ZM
|
$1.53M |
Sector Composition
| 1 | Industrials | 13.7% |
| 2 | Technology | 13.47% |
| 3 | Consumer Staples | 12.5% |
| 4 | Financials | 8.86% |
| 5 | Consumer Discretionary | 6.88% |
