SFSG
Sound Financial Strategies Group Portfolio holdings
AUM
$118M
This Quarter Return
-4.46%
1 Year Return
+7.17%
3 Year Return
+25.01%
5 Year Return
+37.99%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(-7%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
82.76%
Holding
69
New
5
Increased
3
Reduced
54
Closed
7
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$41.2M |
| 2 |
Pacer Trendpilot US Bond ETF
PTBD
|
$18.7M |
| 3 |
KDFI
KFA Dynamic Fixed Income ETF
KDFI
|
$18.6M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.66M |
| 5 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$3.54M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 3.79% |
| 2 | Healthcare | 2.07% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Materials | 1.6% |
| 5 | Financials | 1.59% |
