SFSG

Sound Financial Strategies Group Portfolio holdings

AUM $118M
1-Year Est. Return 7.17%
This Quarter Est. Return
1 Year Est. Return
+7.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$483K
3
+$452K
4
PWS icon
Pacer WealthShield ETF
PWS
+$118K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$78.4K

Top Sells

1
+$1.64M
2
+$18.7K
3
+$12.8K
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$10K
5
CTAS icon
Cintas
CTAS
+$5.86K

Sector Composition

1 Consumer Staples 4.15%
2 Consumer Discretionary 2.42%
3 Healthcare 2.15%
4 Industrials 1.89%
5 Materials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.26%
2,882
-30
52
$382K 0.25%
1,479
-14
53
$379K 0.25%
2,262
-21
54
$364K 0.24%
2,713
-26
55
$358K 0.23%
1,989
-19
56
$349K 0.23%
1,150
-11
57
$323K 0.21%
3,794
-36
58
$316K 0.2%
4,627
+61
59
$253K 0.16%
5,313
+31
60
$139K 0.09%
2,749
-254
61
$92K 0.06%
2,336
-255
62
$3K ﹤0.01%
79
1 2
3