# Adaptive Fundamental Growth Fund

Adaptive Fundamental Growth Fund is a registered fund series of Starboard Investment Trust (series S000042648). Net assets $71.3M as of 2021-08-31.

## Profile

- Series ID: S000042648
- Registrant: Starboard Investment Trust
- LEI: 549300VJ67BRPKVTBH46
- Net assets: $71.3M
- Total assets: $71.4M
- As of: 2021-08-31

## Advisers

- [Navellier & Associates, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/107568)
- [Cavalier Investments, LLC (d/b/a Adaptive Investments, LLC) (Advisor)](https://search.stillhousedata.com/firm/281201)

## Top holdings (38 reported)

_Showing 15 of 38 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [SPDR S&P 500 ETF Tru](https://search.stillhousedata.com/security/78462F103) | — | $10.2M | 14.00% |
| [VANGUARD GROWTH ETF](https://search.stillhousedata.com/security/922908736) | — | $5.4M | 8.00% |
| [Fortinet Inc](https://search.stillhousedata.com/security/34959E109) | — | $2.7M | 4.00% |
| [Fidelity Investments](https://search.stillhousedata.com/security/316175108) | — | $2.2M | 3.00% |
| [Intuit Inc](https://search.stillhousedata.com/security/461202103) | — | $2.1M | 3.00% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K107) | — | $2.1M | 3.00% |
| [INVESCO S&P 500](https://search.stillhousedata.com/security/46137V357) | — | $2.1M | 3.00% |
| [Trade Desk Inc](https://search.stillhousedata.com/security/88339J105) | — | $2.1M | 3.00% |
| [MSCI Inc](https://search.stillhousedata.com/security/55354G100) | — | $2.1M | 3.00% |
| [Danaher Corp](https://search.stillhousedata.com/security/235851102) | — | $2.0M | 3.00% |
| [PayPal Holdings Inc](https://search.stillhousedata.com/security/70450Y103) | — | $1.9M | 3.00% |
| [Shopify Inc](https://search.stillhousedata.com/security/82509L107) | — | $1.9M | 3.00% |
| [Apple Inc](https://search.stillhousedata.com/security/037833100) | — | $1.8M | 3.00% |
| [Zoetis Inc](https://search.stillhousedata.com/security/98978V103) | — | $1.8M | 3.00% |
| [ServiceNow Inc](https://search.stillhousedata.com/security/81762P102) | — | $1.8M | 3.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2021-08-31 | $71.3M |
| 2021-05-31 | $55.4M |
| 2021-02-28 | $55.4M |
| 2020-11-30 | $54.9M |
| 2020-08-31 | $54.9M |
| 2020-05-31 | $78.4M |

## More

- [Registrant: Starboard Investment Trust](https://search.stillhousedata.com/registrant/1464413)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000042648.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.