SFG
Socha Financial Group Portfolio holdings
AUM
$237M
1-Year Est. Return
19.4%
1 Year Est. Return
+19.4%
AUM
$225M
AUM Growth
+$20M
(+9.8%)
Holding
26
Top Buys
| 1 | +$63.7M | |
| 2 | +$2.59M | |
| 3 | +$312K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$227K |
| 5 |
NVIDIA
NVDA
|
+$220K |
Top Sells
| 1 | +$54.1M | |
| 2 | +$11.3M | |
| 3 | +$3.5M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1.79M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.53M |
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Communication Services | 0.42% |
| 3 | Consumer Staples | 0.14% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Financials | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Short Maturity Bond ETF
NEAR
$3.58B
| – | – |
-30,057
|
|