SFS
Solitude Financial Services Portfolio holdings
AUM
$276M
This Quarter Return
+13.88%
1 Year Return
+14.05%
3 Year Return
+41.68%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.47%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$13.2M |
| 2 |
Apple
AAPL
|
$11.4M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$11M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.55M |
| 5 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$7.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.95% |
| 2 | Technology | 10.03% |
| 3 | Communication Services | 2.75% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Industrials | 2.22% |
