SA
SFI Advisors Portfolio holdings
AUM
$145M
This Quarter Return
+12.42%
1 Year Return
+18.22%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+14%)
Cap. Flow
+$3.33M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
39.5%
Holding
110
New
29
Increased
13
Reduced
39
Closed
18
Top Buys
| 1 |
JPMorgan Active Value ETF
JAVA
|
$3.57M |
| 2 |
SPDR S&P Telecom ETF
XTL
|
$3.29M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.95M |
| 4 |
SPDR S&P Health Care Equipment ETF
XHE
|
$1.57M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Healthcare | 0.81% |
| 3 | Financials | 0.5% |
| 4 | Real Estate | 0.38% |
| 5 | Communication Services | 0.33% |
