SSF
Southern Style Financial Portfolio holdings
AUM
$124M
1 Year Est. Return
–
AUM
$124M
AUM Growth
–
Holding
28
Top Buys
| 1 | +$40.5M | |
| 2 | +$18M | |
| 3 | +$15.8M | |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$13.9M |
| 5 |
iShares Gold Trust
IAU
|
+$4.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 8.02% |
| 2 | Technology | 4.27% |
| 3 | Communication Services | 2.48% |
| 4 | Materials | 1.66% |
| 5 | Real Estate | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
| $228K | 0.18% |
+2,792
|
|
||
27
Amazon
AMZN
$2.71T
| $212K | 0.17% |
+964
|
|
||
28
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
| $124K | 0.1% |
+11,649
|
|