T
Transce3nd Portfolio holdings
AUM
$12.4M
1-Year Est. Return
10.5%
This Fund
S&P 500
1 Year Est. Return
+10.5%
AUM
$12.4M
AUM Growth
+$1.2M
(+11%)
Holding
184
Top Buys
| 1 | +$211K | |
| 2 | +$167K | |
| 3 | +$7.81K | |
| 4 |
Equifax
EFX
|
+$5.47K |
| 5 |
Arbor Realty Trust
ABR
|
+$5.31K |
Top Sells
| 1 | +$375K | |
| 2 | +$291K | |
| 3 | +$201K | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$124K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$103K |
Sector Composition
| 1 | Technology | 4.67% |
| 2 | Industrials | 0.9% |
| 3 | Real Estate | 0.65% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Financials | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Upstart Holdings
UPST
$2.59B
| – | – |
-59
|
|