SFSIG

San Francisco Sentry Investment Group Portfolio holdings

AUM $192M
1-Year Est. Return 276.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+276.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1 +$676K
2 +$441K
3 +$245K
4
CG icon
Carlyle Group
CG
+$233K
5
HSY icon
Hershey
HSY
+$162K

Top Sells

1 +$7.75M
2 +$2.68M
3 +$2.54M
4
EQIX icon
Equinix
EQIX
+$2.1M
5
ADBE icon
Adobe
ADBE
+$2.01M

Sector Composition

1 Technology 13.49%
2 Consumer Discretionary 11.54%
3 Communication Services 8.43%
4 Financials 7.91%
5 Industrials 7.26%