SFS
Solitude Financial Services Portfolio holdings
AUM
$292M
1-Year Est. Return
14.03%
1 Year Est. Return
+14.03%
AUM
$276M
AUM Growth
+$18.5M
(+7.2%)
Holding
39
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.66M | |
| 3 | +$1.49M | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$1.18M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$1.12M |
Top Sells
| 1 | +$824K | |
| 2 | +$585K | |
| 3 | +$366K | |
| 4 |
AB InBev
BUD
|
+$287K |
| 5 |
United Airlines
UAL
|
+$265K |
Sector Composition
| 1 | Financials | 20.87% |
| 2 | Technology | 3.31% |
| 3 | Energy | 2.95% |
| 4 | Communication Services | 0.79% |
| 5 | Materials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Occidental Petroleum
OXY
$42.1B
| $561K | 0.2% |
13,353
+4,574
|
|
||
27
iShares Bitcoin Trust
IBIT
$72.1B
| $520K | 0.19% |
8,503
+2,298
|
|
||
28
Bristol-Myers Squibb
BMY
$95B
| $500K | 0.18% |
10,810
-500
|
|
||
29
American Electric Power
AEP
$64.9B
| $488K | 0.18% |
+4,700
|
|
||
30
United Parcel Service
UPS
$81.4B
| $454K | 0.16% |
4,500
-150
|
|
||
31
Utilities Select Sector SPDR Fund
XLU
$21.8B
| $444K | 0.16% |
5,442
-1,324
|
|
||
32
Amazon
AMZN
$2.51T
| $298K | 0.11% |
1,356
-14
|
|
||
33
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
| $279K | 0.1% |
14,300
|
|
||
34
Walt Disney
DIS
$189B
| $264K | 0.1% |
2,132
-551
|
|
||
|
35
United Airlines
UAL
$30.8B
| $242K | 0.09% |
3,041
-3,326
|
|
||
36
Alphabet (Google) Class A
GOOGL
$3.34T
| $215K | 0.08% |
+1,218
|
|
||
37
Schwab US Dividend Equity ETF
SCHD
$71.2B
| $206K | 0.07% |
7,771
-1,259
|
|
||
38
Vanguard Value ETF
VTV
$148B
| $203K | 0.07% |
+1,147
|
|
||
39
Lucid Motors
LCID
$4.6B
| $21.1K | 0.01% |
1,000
|
|