SFG

Shum Financial Group Portfolio holdings

AUM $134M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$9.64M
2 +$8.98M
3 +$5.73M
4
MSFT icon
Microsoft
MSFT
+$5.69M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.9%
2 Financials 7.36%
3 Healthcare 6.55%
4 Consumer Staples 5.51%
5 Consumer Discretionary 4.03%