SFC
Sprinkle Financial Consultants Portfolio holdings
AUM
$217M
1-Year Est. Return
16.34%
This Fund
S&P 500
1 Year Est. Return
+16.34%
AUM
$217M
AUM Growth
+$20M
(+10%)
Holding
102
Top Buys
| 1 | +$3.13M | |
| 2 | +$1.93M | |
| 3 | +$1.62M | |
| 4 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
+$1.33M |
| 5 |
AT&T
T
|
+$1.32M |
Top Sells
| 1 | +$637K | |
| 2 | +$468K | |
| 3 | +$245K | |
| 4 |
Oracle
ORCL
|
+$219K |
| 5 |
Markel Group
MKL
|
+$215K |
Sector Composition
| 1 | Energy | 6.75% |
| 2 | Communication Services | 3.72% |
| 3 | Technology | 2.23% |
| 4 | Financials | 1.34% |
| 5 | Consumer Discretionary | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vitesse Energy
VTS
$740M
| – | – |
-12,739
|
|