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CIC Wealth’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

CIC Wealth’s Portfolio SFLO Stock Details SFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$356K Buy
+13,305
New +$352K 0.09% 119

Other funds holding SFLO

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CIC Wealth's SFLO Position: Q3 2024 in Review

CIC Wealth opened a new position in VictoryShares Small Cap Free Cash Flow ETF (SFLO) in Q3 2024: 13,305 shares worth $356K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings.

22 funds tracked by Wall St. Rank hold SFLO as of Q3 2024.

  • CIC Wealth held 13,305 shares of VictoryShares Small Cap Free Cash Flow ETF worth $356K as of Q3 2024.
  • VictoryShares Small Cap Free Cash Flow ETF was a new CIC Wealth position in Q3 2024.
  • VictoryShares Small Cap Free Cash Flow ETF made up 0.09% of CIC Wealth's portfolio in Q3 2024, its #119 holding.
  • 22 funds tracked by Wall St. Rank held VictoryShares Small Cap Free Cash Flow ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.