SFG
Socha Financial Group Portfolio holdings
AUM
$205M
1-Year Est. Return
18.8%
This Fund
S&P 500
1 Year Est. Return
+18.8%
AUM
$237M
AUM Growth
+$12.1M
(+5.4%)
Holding
26
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.31M | |
| 3 | +$1.19M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$584K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$462K |
Sector Composition
| 1 | Technology | 4.64% |
| 2 | Communication Services | 0.4% |
| 3 | Financials | 0.14% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Consumer Staples | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US Large- Cap ETF
SCHX
$64.4B
| – | – |
-9,302
|
|