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
151
$5.12K ﹤0.01%
+381
152
$4.95K ﹤0.01%
+10
153
$4.62K ﹤0.01%
+217
154
$4.45K ﹤0.01%
+17
155
$4.33K ﹤0.01%
+83
156
$4.31K ﹤0.01%
+50
157
$4.03K ﹤0.01%
+37
158
$4.02K ﹤0.01%
+250
159
$3.82K ﹤0.01%
+159
160
$3.5K ﹤0.01%
+50
161
$3.49K ﹤0.01%
+139
162
$3.22K ﹤0.01%
+77
163
$3.19K ﹤0.01%
+675
164
$3.13K ﹤0.01%
+379
165
$2.82K ﹤0.01%
+10
166
$2.53K ﹤0.01%
+300
167
$2.45K ﹤0.01%
+150
168
$2.21K ﹤0.01%
+100
169
$1.88K ﹤0.01%
+99
170
$1.84K ﹤0.01%
+51
171
$1.83K ﹤0.01%
+690
172
$1.72K ﹤0.01%
+275
173
$1.69K ﹤0.01%
+10
174
$1.61K ﹤0.01%
+57
175
$1.52K ﹤0.01%
+5
5 6
7
8 9