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
$158M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.01M
3
+$2.01M
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$1.54M
5
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$1.11M

Top Sells

1
+$1.75M
2
+$1.02M
3
+$376K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$220K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$184K

Sector Composition

1 Energy 9.44%
2 Technology 2.49%
3 Utilities 2.45%
4 Communication Services 2.07%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.1%
50,894
77
– –
-2,943
1 2 3
4