SLFPAM
St. Louis Financial Planners Asset Management Portfolio holdings
AUM
$163M
1-Year Est. Return
26.86%
1 Year Est. Return
+26.86%
AUM
$163M
AUM Growth
+$7.6M
(+4.9%)
Holding
52
Top Buys
| 1 | +$11.9M | |
| 2 | +$4.74M | |
| 3 | +$3.64M | |
| 4 |
AT&T
T
|
+$3.42M |
| 5 |
Citigroup
C
|
+$2.95M |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Communication Services | 13.06% |
| 3 | Healthcare | 10.22% |
| 4 | Financials | 7.14% |
| 5 | Energy | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$175B
| – | – |
-32,258
|
|
||
52
UnitedHealth
UNH
$302B
| – | – |
-12,542
|
|