Strategies
AI Stock Selection Strategy
Portfolio Facts
| (as of 06/30/2025) |
Inception Year
| 2020 |
Number of Holdings
| 36 |
Wgt. Avg. Market Cap
| $530 million |
5-Year Average Annual Turnover Rate
| 11% |
Active Share
| 62.4 |
Investment Vehicles
| Separate Account |
Performance
| (as of 06/30/2025) |
| QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | |
|---|---|---|---|---|---|---|---|
| AI Stock Portfolio (Total Return) | 6.02% | 7.85% | 12.41% | 9.92% | 10.36% | 9.88% | 8.62% |
| AI Stock Portfolio (Total Return) | 5.63% | 7.41% | 11.89% | 9.27% | 9.72% | 9.21% | 8.11% |
| Benchmark (Russell 1000® Growth) | 6.15% | 8.02% | 12.03% | 10.18% | 10.91% | 9.77% | 8.54% |
Periods exceeding one year are calculated annually. Inception Date: December 31, 2020. The net-fee returns shown above are based on a 1% model management fee. Net-fee returns prior to January 1, 2021, are based on actual fees and expenses. The above information supplements GIPS® reporting. Please refer to the GIPS reporting and the disclosure documents of RHolden Global Asset Management, LLC.
Overview
The Holden Global Asset Management, LLC AI Select Stock Growth Portfolio, established in 2020, is Holden Global Asset Management, LLC's flagship portfolio. This diversified growth stock portfolio invests in 40-60 companies across a wide range of market capitalizations. Due to our long-term investment strategy, this portfolio experiences low turnover, averaging less than 12% annually. The investment team at Holden Global Asset Management, LLC applies our proven investment philosophy and principles to manage this portfolio.
Investment Philosophy
Leveraging artificial intelligence algorithms to identify high-quality companies in global stock markets and optimize investment timing, this strategy aims to build a core equity-focused portfolio to capture long-term growth opportunities. Through AI-powered in-depth analysis, we mitigate human bias and improve decision-making efficiency, ultimately achieving profitable growth and substantial returns.
Top Ten Holdings
| (as of 06/30/2025) |
