SBF

Sara-Bay Financial Portfolio holdings

AUM $358M
1-Year Est. Return 83.7%
This Quarter Est. Return
1 Year Est. Return
+83.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$1.66M
3 +$593K
4
PFE icon
Pfizer
PFE
+$264K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$225K

Top Sells

1 +$3.29M
2 +$1.92M
3 +$1.7M
4
VEEV icon
Veeva Systems
VEEV
+$1.66M
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Industrials 31.85%
2 Technology 22.8%
3 Consumer Discretionary 14.53%
4 Financials 12.39%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,348
77
-28,305
78
-1,533
79
-1,414
80
-5,921
81
-22,500