SFC
Sprinkle Financial Consultants Portfolio holdings
AUM
$164M
This Quarter Return
+7.46%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+10%)
Cap. Flow
+$3.9M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
61.43%
Holding
71
New
3
Increased
49
Reduced
8
Closed
1
Top Buys
| 1 |
Oneok
OKE
|
$1.67M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$358K |
| 3 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
$283K |
| 4 |
Liberty Broadband Class C
LBRDK
|
$236K |
| 5 |
GE Vernova
GEV
|
$231K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$206K |
| 2 |
Microsoft
MSFT
|
$22.8K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$21.4K |
| 4 |
Liberty Global Class C
LBTYK
|
$17.3K |
| 5 |
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% |
