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
51
$434K 0.31%
7,097
+469
52
$379K 0.27%
1,718
+4
53
$369K 0.26%
11,598
+49
54
$352K 0.25%
667
+1
55
$338K 0.24%
5,179
+12
56
$336K 0.24%
8,457
+23
57
$333K 0.24%
5,259
+13
58
$319K 0.23%
1,907
+1
59
$302K 0.22%
7,234
+38
60
$296K 0.21%
4,413
+24
61
$276K 0.2%
2,835
+35
62
$269K 0.19%
9,046
+56
63
$236K 0.17%
+3,058
64
$231K 0.17%
+907
65
$223K 0.16%
4,888
66
$214K 0.15%
6,230
+17
67
$205K 0.15%
+3,858
68
$203K 0.14%
9,380
-800
69
$114K 0.08%
50,894
70
-3,473