SFM

Stack Financial Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 15.75%
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$20.6M
3
+$12.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$227K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$27.3K

Top Sells

1
+$12.5M
2
+$885K
3
+$860K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$799K
5
CVX icon
Chevron
CVX
+$714K

Sector Composition

1 Healthcare 16.4%
2 Consumer Staples 15.5%
3 Industrials 15.42%
4 Technology 11.13%
5 Energy 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.02%
1,598
+74
52
$227K 0.02%
+2,434
53
$213K 0.02%
860
54
– –
-2,812
1 2
3