6F
626 Financial Portfolio holdings
AUM
$223M
1-Year Est. Return
17.89%
This Fund
S&P 500
1 Year Est. Return
+17.89%
AUM
$180M
AUM Growth
+$7.91M
(+4.6%)
Holding
116
Top Buys
| 1 | +$1.98M | |
| 2 | +$1.54M | |
| 3 | +$863K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$325K |
| 5 |
Mercantile Bank Corp
MBWM
|
+$215K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$965K | |
| 3 | +$378K | |
| 4 |
CVS Health
CVS
|
+$319K |
| 5 |
Apple
AAPL
|
+$286K |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 5.83% |
| 4 | Communication Services | 4.92% |
| 5 | Consumer Staples | 3.99% |