SFSG
Sound Financial Strategies Group Portfolio holdings
AUM
$118M
This Quarter Return
+8.13%
1 Year Return
+7.17%
3 Year Return
+25.01%
5 Year Return
+37.99%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+107%)
Cap. Flow
+$69.9M
Cap. Flow
% of AUM
50.73%
Top 10 Holdings %
Top 10 Hldgs %
70.65%
Holding
69
New
41
Increased
7
Reduced
11
Closed
8
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$75.3M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$6.13M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$2.84M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$2.58M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$2.51M |
Top Sells
Sector Composition
| 1 | Industrials | 6.96% |
| 2 | Consumer Staples | 4.86% |
| 3 | Consumer Discretionary | 3.3% |
| 4 | Materials | 2.83% |
| 5 | Technology | 2.39% |
