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Aryn Sands

@Strategic Financial Concepts, Llc

Latest period2024 - Q3ReportedManaged Assets$313.979MTotal holdings244
Assets growth rate-99.81%Assets growth rate (2-Q avg)20583.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Concepts, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Concepts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 313.979M in assets, with a quarterly growth rate of -99.81% and a 2-quarter average growth rate of 20583.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ALLAllstate Corp
Recent Activity
New Position
0.45%
$1.4M
7,381 shares@ $189.66 avg price
DGRSWisdomtree Tr
Recent Activity
New Position
0.25%
$761,253
14,773 shares@ $51.54 avg price
DLNWisdomtree Tr
Recent Activity
New Position
0.09%
$282,423
3,595 shares@ $78.56 avg price
MNRMach Natural Resources Lp
Recent Activity
New Position
0.06%
$181,824
11,364 shares@ $16.0 avg price