SHF
Safe Harbor Fiduciary Portfolio holdings
AUM
$107M
This Quarter Return
+8.18%
1 Year Return
+12.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.61%
Holding
212
New
212
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.2M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$10M |
| 3 |
Aptus Defined Risk ETF
DRSK
|
$5.26M |
| 4 |
Apple
AAPL
|
$4.97M |
| 5 |
Aptus Behavioral Momentum ETF
ADME
|
$3.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.91% |
| 2 | Industrials | 7.72% |
| 3 | Energy | 5.28% |
| 4 | Financials | 5.04% |
| 5 | Real Estate | 4.08% |
