SF
Slagle Financial Portfolio holdings
AUM
$248M
This Quarter Return
+4.74%
1 Year Return
+16.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.93M |
| 2 |
Microsoft
MSFT
|
$5.95M |
| 3 |
Procter & Gamble
PG
|
$5.73M |
| 4 |
Exxon Mobil
XOM
|
$4.57M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$4.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.27% |
| 2 | Financials | 12.58% |
| 3 | Real Estate | 10.58% |
| 4 | Consumer Staples | 10.19% |
| 5 | Industrials | 8.83% |
