SLPL

Storen Legacy Partners, LLC Portfolio holdings

AUM $319M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$51.5M
2 +$40.9M
3 +$40.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$30.5M
5
VFMF icon
Vanguard US Multifactor ETF
VFMF
+$29.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5%
2 Technology 3.3%
3 Financials 2.04%
4 Consumer Staples 1.23%
5 Consumer Discretionary 0.72%