SHF

Safe Harbor Fiduciary Portfolio holdings

AUM $107M
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10M
3
+$5.26M
4
AAPL icon
Apple
AAPL
+$4.97M
5
ADME icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.8K 0.02%
+200
127
$13.5K 0.01%
+60
128
$13.2K 0.01%
+455
129
$12.6K 0.01%
+128
130
$12.2K 0.01%
+33
131
$11.9K 0.01%
+52
132
$10.9K 0.01%
+100
133
$10K 0.01%
+161
134
$9.87K 0.01%
+150
135
$9.36K 0.01%
+208
136
$8.83K 0.01%
+194
137
$8.59K 0.01%
+157
138
$8.13K 0.01%
+2,500
139
$7.84K 0.01%
+67
140
$7.7K 0.01%
+43
141
$7.58K 0.01%
+222
142
$7.22K 0.01%
+44
143
$6.76K 0.01%
+80
144
$6.27K 0.01%
+223
145
$6.14K 0.01%
+175
146
$6.02K 0.01%
+120
147
$5.99K 0.01%
+126
148
$5.54K 0.01%
+300
149
$5.53K 0.01%
+88
150
$5.41K 0.01%
+113
4 5
6
7 8