SIC
SFE Investment Counsel Portfolio holdings
AUM
$626M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$626M
AUM Growth
+$58.4M
(+10%)
Holding
152
Top Buys
| 1 | +$3.46M | |
| 2 | +$2.26M | |
| 3 | +$2.01M | |
| 4 |
Marvell Technology
MRVL
|
+$1.94M |
| 5 |
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
|
+$1.63M |
Top Sells
| 1 | +$2M | |
| 2 | +$1.57M | |
| 3 | +$979K | |
| 4 |
NVIDIA
NVDA
|
+$800K |
| 5 |
Cleveland-Cliffs
CLF
|
+$638K |
Sector Composition
| 1 | Technology | 30.96% |
| 2 | Industrials | 13.75% |
| 3 | Healthcare | 10.03% |
| 4 | Financials | 8.94% |
| 5 | Consumer Discretionary | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Waters Corp
WAT
$23.1B
| – | – |
-577
|
|
||
152
Exxon Mobil
XOM
$548B
| – | – |
-2,203
|
|