SFSG
Sound Financial Strategies Group Portfolio holdings
AUM
$137M
1-Year Est. Return
3.97%
1 Year Est. Return
+3.97%
AUM
$118M
AUM Growth
+$6.25M
(+5.6%)
Holding
105
Top Buys
| 1 | +$3.73M | |
| 2 | +$721K | |
| 3 | +$696K | |
| 4 |
Cardinal Health
CAH
|
+$637K |
| 5 |
Walmart
WMT
|
+$573K |
Top Sells
| 1 | +$635K | |
| 2 | +$618K | |
| 3 | +$544K | |
| 4 |
Coca-Cola
KO
|
+$534K |
| 5 |
A.O. Smith
AOS
|
+$526K |
Sector Composition
| 1 | Industrials | 7.22% |
| 2 | Consumer Staples | 6.58% |
| 3 | Financials | 4.37% |
| 4 | Materials | 2.54% |
| 5 | Utilities | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
T. Rowe Price
TROW
$22.4B
| – | – |
-6,917
|
|
||
102
Vanguard Real Estate ETF
VNQ
$33.8B
| – | – |
-136
|
|
||
103
Vanguard S&P 500 ETF
VOO
$764B
| – | – |
-13
|
|
||
104
Vanguard Extended Market ETF
VXF
$24.2B
| – | – |
-60
|
|
||
105
West Pharmaceutical
WST
$19.5B
| – | – |
-2,428
|
|