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
$392M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$8.88M
3 +$5.33M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.27M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.91M

Sector Composition

1 Technology 3.98%
2 Healthcare 2.55%
3 Financials 2.01%
4 Consumer Staples 1.77%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,300
152
-48,700
153
-1,355
154
-47,190
155
-4,280
156
-5,046