SFSG
Sound Financial Strategies Group Portfolio holdings
AUM
$118M
This Quarter Return
+4.3%
1 Year Return
+7.17%
3 Year Return
+25.01%
5 Year Return
+37.99%
10 Year Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.58%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$21.6M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$19.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$18.4M |
| 4 |
Pacer WealthShield ETF
PWS
|
$6.16M |
| 5 |
Sherwin-Williams
SHW
|
$2.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 12% |
| 2 | Healthcare | 6.55% |
| 3 | Consumer Discretionary | 5.95% |
| 4 | Materials | 5.16% |
| 5 | Industrials | 4.74% |
