SF

Slagle Financial Portfolio holdings

AUM $248M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$551K
2 +$482K
3 +$476K
4
XOM icon
Exxon Mobil
XOM
+$396K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$332K

Sector Composition

1 Technology 15.05%
2 Financials 13.17%
3 Real Estate 10.26%
4 Consumer Staples 10.19%
5 Energy 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,241
127
-3,467
128
0