SFS
Solitude Financial Services Portfolio holdings
AUM
$276M
This Quarter Return
-0.52%
1 Year Return
+14.05%
3 Year Return
+41.68%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(-0.91%)
Cap. Flow
-$608K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
89.84%
Holding
38
New
2
Increased
19
Reduced
10
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.85M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.8M |
| 3 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
$1.54M |
| 4 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$1.35M |
| 5 |
Markel Group
MKL
|
$1.18M |
Top Sells
Sector Composition
| 1 | Financials | 18.75% |
| 2 | Energy | 2.14% |
| 3 | Technology | 1.26% |
| 4 | Communication Services | 1.18% |
| 5 | Industrials | 0.43% |
