SFI

SPC Financial Inc Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.22%
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$8.69M
2 +$6.76M
3 +$5.93M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$4.97M
5
PBI icon
Pitney Bowes
PBI
+$3.19M

Top Sells

1 +$7.57M
2 +$6.2M
3 +$5.9M
4
EPHE icon
iShares MSCI Philippines ETF
EPHE
+$4.98M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.65M

Sector Composition

1 Utilities 3.37%
2 Industrials 2.83%
3 Technology 2.8%
4 Energy 2.44%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-109,050
102
-27,211
103
-16,010
104
-33,437
105
-36,042
106
-4,288
107
-73,750