SFG

Socha Financial Group Portfolio holdings

AUM $225M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$773K
2 +$694K
3 +$522K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$501K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$423K

Top Sells

1 +$870K
2 +$464K
3 +$328K
4
XOM icon
Exxon Mobil
XOM
+$313K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$312K

Sector Composition

1 Technology 2.39%
2 Communication Services 0.34%
3 Financials 0.18%
4 Real Estate 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-13,618
27
-2,837