SF

SBK Financial Portfolio holdings

AUM $63.1M
1-Year Est. Return 17.76%
This Quarter Est. Return
1 Year Est. Return
-17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.89M
3
+$7.1M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.37M
5
LOW icon
Lowe's Companies
LOW
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.84%
2 Consumer Discretionary 10.07%
3 Healthcare 6.33%
4 Communication Services 4.94%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
+200
127
$6K ﹤0.01%
+200
128
$6K ﹤0.01%
+33
129
$4K ﹤0.01%
+130
130
$3K ﹤0.01%
+33
131
$2K ﹤0.01%
+95
132
$2K ﹤0.01%
+12
2 3 4 5
6