SFC

Sprinkle Financial Consultants Portfolio holdings

AUM $179M
1-Year Est. Return 11.13%
This Quarter Est. Return
1 Year Est. Return
+11.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$358K
3 +$283K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$236K
5
GEV icon
GE Vernova
GEV
+$231K

Top Sells

1 +$206K
2 +$22.8K
3 +$21.4K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$17.3K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.1K

Sector Composition

1 Energy 8.1%
2 Utilities 3.95%
3 Technology 2.73%
4 Communication Services 2.32%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.29M 0.92%
2,805
-35
27
$1.26M 0.9%
48,974
+338
28
$1.22M 0.87%
9,724
+36
29
$1.03M 0.74%
37,614
+343
30
$1.02M 0.73%
2,726
+4
31
$950K 0.68%
33,762
+1,633
32
$921K 0.66%
19,535
+327
33
$837K 0.6%
7,778
+27
34
$834K 0.6%
5,030
-129
35
$793K 0.57%
1,386
+1
36
$767K 0.55%
2,439
+6
37
$746K 0.53%
16,617
38
$735K 0.53%
23,872
+1,108
39
$709K 0.51%
1,453
+23
40
$701K 0.5%
27,350
+156
41
$695K 0.5%
4,717
-46
42
$685K 0.49%
3,633
43
$622K 0.44%
4,462
+16
44
$581K 0.41%
8,820
+110
45
$518K 0.37%
11,718
+37
46
$516K 0.37%
899
-27
47
$510K 0.36%
6,535
48
$481K 0.34%
17,825
+666
49
$441K 0.31%
2,089
+2
50
$435K 0.31%
3,713
+232