SFS
Sharp Financial Services Portfolio holdings
AUM
$155M
This Quarter Return
+9.26%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.2M
AUM Growth
–
Cap. Flow
+$92.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.95%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Dow Jones US ETF
IYY
|
$12.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.78M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$4.05M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$3.44M |
| 5 |
Invesco QQQ Trust
QQQ
|
$3.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 5.19% |
| 2 | Technology | 4.17% |
| 3 | Healthcare | 2.98% |
| 4 | Financials | 2.52% |
| 5 | Industrials | 2.51% |
