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
$197M
AUM Growth
-$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$412K
3 +$273K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$196K
5
GLOB icon
Globant
GLOB
+$120K

Top Sells

1 +$4.45M
2 +$767K
3 +$518K
4
AAPL icon
Apple
AAPL
+$307K
5
NVDA icon
NVIDIA
NVDA
+$293K

Sector Composition

1 Technology 32.49%
2 Industrials 32.31%
3 Materials 9.86%
4 Financials 7.88%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-52,645
77
-1,313
78
-3,127