S

Surevest Portfolio holdings

AUM $368M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
-13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.91M
3
+$890K
4
AAPL icon
Apple
AAPL
+$885K
5
CRWD icon
CrowdStrike
CRWD
+$853K

Top Sells

1
+$2.89M
2
+$2.04M
3
+$1.98M
4
GILD icon
Gilead Sciences
GILD
+$548K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$515K

Sector Composition

1 Industrials 14.14%
2 Technology 13.72%
3 Consumer Staples 12.5%
4 Consumer Discretionary 10.9%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,693
102
– –
-2,314
1 2 3 4
5