SF

Schaeffer Financial Portfolio holdings

AUM $110M
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$586K
3 +$499K
4
CAT icon
Caterpillar
CAT
+$217K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

Top Sells

1 +$2.9M

Sector Composition

1 Consumer Staples 0.41%
2 Technology 0.27%
3 Consumer Discretionary 0.27%
4 Financials 0.23%
5 Industrials 0.2%