SFG
Sovereign Financial Group Portfolio holdings
AUM
$485M
This Quarter Return
+12.65%
1 Year Return
+20.13%
3 Year Return
+62.95%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.86%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.6M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.24M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.39M |
| 5 |
Apple
AAPL
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 6.84% |
| 2 | Technology | 5.71% |
| 3 | Communication Services | 4.99% |
| 4 | Utilities | 4.52% |
| 5 | Industrials | 3.94% |
