SFI

SPC Financial Inc Portfolio holdings

AUM $1.28B
1-Year Est. Return 12.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$8.93M
3
+$7.79M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.71M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.92M

Top Sells

1
+$9.32M
2
+$8.04M
3
+$7.99M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.72M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.63M

Sector Composition

1 Technology 4.87%
2 Financials 2.83%
3 Energy 2.8%
4 Industrials 2.72%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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130
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132
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133
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136
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138
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-8,970
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6