SEP
Southland Equity Partners Portfolio holdings
AUM
$513M
1-Year Est. Return
15.22%
This Fund
S&P 500
1 Year Est. Return
+15.22%
AUM
$148M
AUM Growth
–
Holding
126
Top Buys
| 1 | +$14.6M | |
| 2 | +$9.78M | |
| 3 | +$6.23M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.18M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.32% |
| 2 | Consumer Discretionary | 3.12% |
| 3 | Consumer Staples | 2.87% |
| 4 | Communication Services | 1.39% |
| 5 | Financials | 1.34% |