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SF

SBK Financial Portfolio holdings

AUM $63.1M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
+8.53%
1 Year Est. Return
-17.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$63.1M
AUM Growth
-$2.08M
Cap. Flow
-$6.7M
Cap. Flow %
-10.62%
Top 10 Hldgs %
44.79%
Holding
63
New
–
Increased
2
Reduced
19
Closed
2

Top Buys

1
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$888
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$725

Top Sells

1
USRT icon
iShares Core US REIT ETF
USRT
+$3.49M
2
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.23M
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$574K
4
ABT icon
Abbott
ABT
+$252K
5
TFC icon
Truist Financial
TFC
+$201K

Sector Composition

1 Technology 20.08%
2 Consumer Discretionary 12.63%
3 Healthcare 9.29%
4 Consumer Staples 7.2%
5 Financials 5.82%

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