SFA
Source Financial Advisors Portfolio holdings
AUM
$338M
This Quarter Return
+24.43%
1 Year Return
+33.62%
3 Year Return
+18.54%
5 Year Return
–
10 Year Return
–
AUM
$370M
AUM Growth
–
Cap. Flow
+$370M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.06%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
MarketAxess Holdings
MKTX
|
$74.3M |
| 2 |
Uber
UBER
|
$62.7M |
| 3 |
Snap
SNAP
|
$20.9M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$13.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.92% |
| 2 | Financials | 22.23% |
| 3 | Communication Services | 7.75% |
| 4 | Consumer Discretionary | 2.15% |
| 5 | Consumer Staples | 0.54% |
