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
201
$140 ﹤0.01%
+8
202
$115 ﹤0.01%
+2
203
$115 ﹤0.01%
+2
204
$111 ﹤0.01%
+1
205
$101 ﹤0.01%
+1
206
$72 ﹤0.01%
+1
207
$72 ﹤0.01%
+1
208
$59 ﹤0.01%
+2
209
$40 ﹤0.01%
+1
210
0
211
$21 ﹤0.01%
+2
212
$18 ﹤0.01%
+1