SAF

Smith Anglin Financial Portfolio holdings

AUM $1.1B
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$12.1M
2 +$7.77M
3 +$2.64M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.09M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.74M

Sector Composition

1 Technology 6.07%
2 Industrials 2.77%
3 Consumer Discretionary 2.5%
4 Consumer Staples 1.98%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,892