We are live on
!
Find out more
IF
Integrity Financial Portfolio holdings
AUM
$201M
1-Year Est. Return
16.41%
This Fund
S&P 500
1 Year Est. Return
+16.41%
AUM
$201M
AUM Growth
+$3.5M
(+1.8%)
Holding
327
Top Buys
| 1 | +$1.37M | |
| 2 | +$1.02M | |
| 3 | +$858K | |
| 4 |
NVIDIA
NVDA
|
+$832K |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$819K |
Top Sells
| 1 | +$420K | |
| 2 | +$400K | |
| 3 | +$362K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$337K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$298K |
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Financials | 7.02% |
| 3 | Communication Services | 3.42% |
| 4 | Industrials | 3.02% |
| 5 | Consumer Discretionary | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
State Street SPDR S&P Health Care Equipment ETF
XHE
$142M
| – | – |
-17
|
|
||
327
State Street SPDR S&P Metals & Mining ETF
XME
$4.93B
| – | – |
-18
|
|