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
$320M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Sector Composition

1 Energy 3.73%
2 Utilities 3.05%
3 Industrials 3%
4 Materials 2.92%
5 Technology 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,600
102
-3,533
103
-6,500
104
-4,850
105
-12,981
106
-6,218