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
$128M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.06M
3
+$2.67M
4
HRL icon
Hormel Foods
HRL
+$1.13M
5
IBM icon
IBM
IBM
+$1.13M

Top Sells

1
+$10.2M
2
+$2.58M
3
+$2.54M
4
AFL icon
Aflac
AFL
+$1.76M
5
GWW icon
W.W. Grainger
GWW
+$1.65M

Sector Composition

1 Consumer Staples 5.61%
2 Utilities 1.77%
3 Consumer Discretionary 1.76%
4 Energy 1.73%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
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