SFSG
Sound Financial Strategies Group Portfolio holdings
AUM
$147M
1-Year Est. Return
9.1%
This Fund
S&P 500
1 Year Est. Return
+9.1%
AUM
$147M
AUM Growth
+$4.91M
(+3.5%)
Holding
126
Top Buys
| 1 | +$5.9M | |
| 2 | +$2.61M | |
| 3 | +$2.55M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.29M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.21M |
Top Sells
| 1 | +$4.86M | |
| 2 | +$735K | |
| 3 | +$729K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$719K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$716K |
Sector Composition
| 1 | Industrials | 2.72% |
| 2 | Technology | 2.28% |
| 3 | Real Estate | 1.97% |
| 4 | Financials | 1.61% |
| 5 | Consumer Discretionary | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
West Pharmaceutical
WST
$22.4B
| – | – |
-1,600
|
|