SFG
Sovereign Financial Group Portfolio holdings
AUM
$561M
1-Year Est. Return
22.11%
1 Year Est. Return
+22.11%
AUM
$561M
AUM Growth
+$27.1M
(+5.1%)
Holding
356
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.05M | |
| 3 | +$945K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$899K |
| 5 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$895K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.14M | |
| 3 | +$642K | |
| 4 |
Netflix
NFLX
|
+$469K |
| 5 |
Micron Technology
MU
|
+$377K |
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Communication Services | 6.3% |
| 3 | Financials | 3.35% |
| 4 | Industrials | 2.29% |
| 5 | Consumer Staples | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares MSCI EAFE Growth ETF
EFG
$9.82B
| – | – |
-2,803
|
|
||
|
K
352
DELISTED
Kellanova
K
| – | – |
-7,828
|
|
||
353
Opko Health
OPK
$983M
| – | – |
-20,078
|
|
||
354
Richtech Robotics
RR
$770M
| – | – |
-10,000
|
|
||
355
Schwab US Large- Cap ETF
SCHX
$64.4B
| – | – |
-7,880
|
|
||
356
Invesco S&P 500 Low Volatility ETF
SPLV
$7.41B
| – | – |
-2,792
|
|