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
$120M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$888K
2 +$873K
3 +$814K
4
PPG icon
PPG Industries
PPG
+$626K
5
PEP icon
PepsiCo
PEP
+$612K

Top Sells

1 +$1.2M
2 +$955K
3 +$753K
4
WST icon
West Pharmaceutical
WST
+$648K
5
NUE icon
Nucor
NUE
+$639K

Sector Composition

1 Industrials 9.7%
2 Consumer Staples 6.55%
3 Financials 4.47%
4 Materials 3.2%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,749
102
-2,159