SA

SFI Advisors Portfolio holdings

AUM $145M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.7M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.9M
3
+$811K
4
INDA icon
iShares MSCI India ETF
INDA
+$785K
5
FCLD icon
Fidelity Cloud Computing ETF
FCLD
+$752K

Top Sells

1
+$4.24M
2
+$1.04M
3
+$847K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$714K
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$665K

Sector Composition

1 Technology 4.58%
2 Healthcare 0.51%
3 Communication Services 0.32%
4 Real Estate 0.32%
5 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.51K 0.01%
434
77
$895 ﹤0.01%
+28,965
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85
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91
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