SFA
Spectrum Financial Alliance Portfolio holdings
AUM
$506M
1-Year Est. Return
48.48%
This Fund
S&P 500
1 Year Est. Return
+48.48%
AUM
$506M
AUM Growth
+$98.4M
(+24%)
Holding
29
Top Buys
| 1 | +$14.3M | |
| 2 | +$8.06M | |
| 3 | +$5.35M | |
| 4 |
Bank of America
BAC
|
+$4.32M |
| 5 |
Micron Technology
MU
|
+$4.21M |
Top Sells
| 1 | +$363K | |
| 2 | +$214K | |
| 3 | +$124K | |
| 4 |
International Paper
IP
|
+$108K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$101K |
Sector Composition
| 1 | Industrials | 38.74% |
| 2 | Financials | 28.84% |
| 3 | Technology | 24.94% |
| 4 | Consumer Discretionary | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Stock Market ETF
VTI
$583B
| $243K | 0.05% |
726
|
|
||
27
Apple
AAPL
$3.89T
| $233K | 0.05% |
857
-76
|
|
||
28
State Street SPDR S&P 500 ETF Trust
SPY
$695B
| $230K | 0.05% |
337
|
|
||
29
Amazon
AMZN
$2.24T
| $204K | 0.04% |
+885
|
|