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Instuitional Investor - Strategic Wealth Management Inc V

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Management Inc V
Portfolio Value $105,546,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Akre Focus Instl
386,749 $17,555 16.63%
Elements Us Large Cap Fund
1,139,645 $14,280 13.52%
Harbor Capital Appreciation
174,026 $12,782 12.11%
Buffalo Discovery Fund Institu
292,889 $7,820 7.4%
5. XLB 61,846 $5,574 5.28%