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SFSG

Sound Financial Strategies Group Portfolio holdings

AUM $147M
1-Year Est. Return 9.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$3.49M
3
+$3.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.65M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.52M

Top Sells

1
+$8.65M
2
+$6.9M
3
+$4.66M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.65M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.72M

Sector Composition

1 Industrials 5.26%
2 Consumer Discretionary 3.12%
3 Financials 2.78%
4 Materials 2.49%
5 Technology 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,441
102
– –
-1,816
103
– –
-11,472
104
– –
-212
105
– –
-3,775
106
– –
-3,135
107
– –
-10,788
108
– –
-4,586
109
– –
-7,662
110
– –
-9,530
111
– –
-5,879
112
– –
-13,119
1 2 3 4
5