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
$115M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$15.8M
2 +$8.54M
3 +$1.14M
4
CL icon
Colgate-Palmolive
CL
+$644K
5
CVX icon
Chevron
CVX
+$627K

Sector Composition

1 Industrials 8.46%
2 Consumer Staples 4.65%
3 Financials 4.39%
4 Materials 3.07%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,263
102
-4,245
103
-1,113
104
-812
105
-12,411
106
-1,320