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
$98.1M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$985K
3
+$130K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$108K
5
BLK icon
Blackrock
BLK
+$106K

Top Sells

1
+$4.72M
2
+$2.21M
3
+$1.1M
4
IBM icon
IBM
IBM
+$774K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462K

Sector Composition

1 Technology 9.79%
2 Industrials 8.33%
3 Financials 6.05%
4 Energy 5.9%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
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