SIC
SFE Investment Counsel Portfolio holdings
AUM
$626M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$568M
AUM Growth
+$67.4M
(+13%)
Holding
152
Top Sells
| 1 | +$2.44M | |
| 2 | +$2.24M | |
| 3 | +$2.03M | |
| 4 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$1.85M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.27M |
Sector Composition
| 1 | Technology | 29.64% |
| 2 | Industrials | 13.71% |
| 3 | Healthcare | 10.34% |
| 4 | Financials | 9.33% |
| 5 | Consumer Discretionary | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
| – | – |
-6,329
|
|
||
152
UnitedHealth
UNH
$292B
| – | – |
-549
|
|