SFA

Spectrum Financial Alliance Portfolio holdings

AUM $371M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$20M
3 +$17.6M
4
LMT icon
Lockheed Martin
LMT
+$16.3M
5
BA icon
Boeing
BA
+$16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 46.89%
2 Industrials 38.2%
3 Technology 8.71%
4 Materials 5.33%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+2
152
$0 ﹤0.01%
+8
153
$0 ﹤0.01%
+51
154
$0 ﹤0.01%
+14