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
$128M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.71%
2 Healthcare 0.97%
3 Communication Services 0.38%
4 Energy 0.16%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$48.6K 0.04%
4,063
-5,710
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-14,828
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-22,749
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-31,271
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-2,160
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-4,893
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-17,744
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-26,313
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-60,547
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-10,794
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-9,951
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100
-14,759