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
$150M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$209K
3
+$201K
4
C icon
Citigroup
C
+$191K
5
LMT icon
Lockheed Martin
LMT
+$142K

Top Sells

1
+$60K
2
+$48.6K
3
+$42K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32K
5
AIG icon
American International
AIG
+$25K

Sector Composition

1 Financials 45.54%
2 Industrials 38.59%
3 Technology 9.28%
4 Materials 5.64%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
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