SA
SFI Advisors Portfolio holdings
AUM
$145M
This Quarter Return
+3.77%
1 Year Return
+18.22%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
64
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Technology | 4.47% |
2 | Healthcare | 1.38% |
3 | Communication Services | 0.31% |
4 | Consumer Staples | 0.2% |
5 | Financials | 0.09% |