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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
126
– –
-2,100
127
– –
-2,112
128
– –
-104,580
129
– –
-28,425
130
– –
-359,040
131
– –
-48,835
132
– –
-102,620
133
– –
-11,800
134
– –
-5,630
135
– –
-8,970
136
– –
-7,250
137
– –
-173,875
138
– –
-66,807
2 3 4 5
6