SF
Safeguard Financial Portfolio holdings
AUM
$456M
1-Year Est. Return
6.36%
1 Year Est. Return
+6.36%
AUM
$208M
AUM Growth
+$42.9M
(+26%)
Holding
607
Top Buys
| 1 | +$6.78M | |
| 2 | +$6.72M | |
| 3 | +$1.76M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$1.35M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.15M |
Top Sells
| 1 | +$758K | |
| 2 | +$537K | |
| 3 | +$455K | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$418K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$212K |
Sector Composition
| 1 | Technology | 2.43% |
| 2 | Consumer Staples | 1.17% |
| 3 | Energy | 0.86% |
| 4 | Financials | 0.77% |
| 5 | Industrials | 0.73% |