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SFGL
Southern Financial Group, LLC Portfolio holdings
AUM
$358M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$349M
AUM Growth
–
Holding
84
Top Buys
| 1 | +$67.6M | |
| 2 | +$60.6M | |
| 3 | +$49M | |
| 4 |
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
|
+$35.9M |
| 5 |
Southern Company
SO
|
+$33.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 9.83% |
| 2 | Technology | 2.93% |
| 3 | Financials | 1.97% |
| 4 | Energy | 1.44% |
| 5 | Healthcare | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Corteva
CTVA
$52.6B
| $216K | 0.06% |
+3,215
|
|
||
77
Johnson & Johnson
JNJ
$550B
| $213K | 0.06% |
+1,027
|
|
||
78
Dow Inc
DOW
$22.9B
| $208K | 0.06% |
+8,890
|
|
||
79
Oneok
OKE
$53.6B
| $207K | 0.06% |
+2,821
|
|
||
80
UnitedHealth
UNH
$364B
| $206K | 0.06% |
+623
|
|
||
81
Goldman Sachs BDC
GSBD
$1.05B
| $151K | 0.04% |
+16,304
|
|
||
|
MPT
82
Medical Properties Trust
MPT
$2.71B
| $151K | 0.04% |
+30,160
|
|
||
83
Invesco Municipal Income Opportunities Trust
OIA
$292M
| $126K | 0.04% |
+20,947
|
|
||
84
Westwater Resources
WWR
$66.9M
| $73.3K | 0.02% |
+97,795
|
|