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
$311M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$8.44M
2 +$7.75M
3 +$2.55M
4
GLD icon
SPDR Gold Trust
GLD
+$2.49M
5
PG icon
Procter & Gamble
PG
+$1.6M

Sector Composition

1 Technology 4.28%
2 Energy 2.98%
3 Industrials 2.84%
4 Consumer Staples 2.65%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-304,095
127
-27,750
128
-68,970
129
-1,965