SFS
Sharp Financial Services Portfolio holdings
AUM
$155M
1-Year Est. Return
18.39%
1 Year Est. Return
+18.39%
AUM
$131M
AUM Growth
-$1.12M
(-0.85%)
Holding
105
Top Buys
| 1 | +$16.1M | |
| 2 | +$15.2M | |
| 3 | +$13.9M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$674K |
| 5 |
Broadcom
AVGO
|
+$598K |
Top Sells
| 1 | +$19.7M | |
| 2 | +$5.51M | |
| 3 | +$5.2M | |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$4.53M |
| 5 |
iShares US Utilities ETF
IDU
|
+$4.39M |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Communication Services | 2.72% |
| 3 | Energy | 2.67% |
| 4 | Industrials | 2.46% |
| 5 | Financials | 2.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Weyerhaeuser
WY
$17.1B
| – | – |
-7,200
|
|
||
102
Energy Select Sector SPDR Fund
XLE
$26B
| – | – |
-2,900
|
|
||
|
103
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
| – | – |
-20,178
|
|
||
|
104
iShares US Utilities ETF
IDU
$1.69B
| – | – |
-45,639
|
|
||
105
iShares S&P Small-Cap 600 Value ETF
IJS
$6.7B
| – | – |
-2,200
|
|