SBF

Sara-Bay Financial Portfolio holdings

AUM $334M
1-Year Est. Return 69.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$443K
3
+$216K
4
AMZN icon
Amazon
AMZN
+$210K
5
SMCI icon
Super Micro Computer
SMCI
+$192K

Top Sells

1
+$988K
2
+$789K
3
+$785K
4
HLIO icon
Helios Technologies
HLIO
+$503K
5
NVDA icon
NVIDIA
NVDA
+$451K

Sector Composition

1 Industrials 38.32%
2 Technology 27.05%
3 Financials 7.82%
4 Energy 6.09%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.79K ﹤0.01%
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84
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85
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86
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87
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-706
1 2 3
4