SFG
Socha Financial Group Portfolio holdings
AUM
$225M
1-Year Est. Return
15.4%
1 Year Est. Return
+15.4%
AUM
$205M
AUM Growth
-$8.68M
(-4.1%)
Holding
26
Top Buys
| 1 | +$6.05M | |
| 2 | +$2.41M | |
| 3 | +$2.2M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.36M |
| 5 |
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
|
+$697K |
Top Sells
| 1 | +$3.49M | |
| 2 | +$2.09M | |
| 3 | +$1.15M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.09M |
| 5 |
AGF US Market Neutral Anti-Beta Fund
BTAL
|
+$529K |
Sector Composition
| 1 | Technology | 3.97% |
| 2 | Communication Services | 0.47% |
| 3 | Consumer Staples | 0.23% |
| 4 | Financials | 0.15% |
| 5 | Real Estate | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.46T
| – | – |
-1,491
|
|