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SBF

Sara-Bay Financial Portfolio holdings

AUM $333M
1-Year Est. Return 91.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+91.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$10.2M
3
+$856K
4
CSCO icon
Cisco
CSCO
+$672K
5
TSLA icon
Tesla
TSLA
+$653K

Top Sells

1
+$11.8M
2
+$613K
3
+$481K
4
CRDO icon
Credo Technology Group
CRDO
+$320K
5
PPG icon
PPG Industries
PPG
+$313K

Sector Composition

1 Technology 33.37%
2 Industrials 20.51%
3 Energy 9.76%
4 Financials 9.35%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.5K 0.04%
11,507
+1,200
77
– –
-6,826
78
– –
-4,600
79
– –
-2,627
80
– –
-3,854
81
– –
-3,799
82
– –
-18,743
83
– –
-1,262
84
– –
-2,423
85
– –
-1,208
1 2 3
4