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SHF
Stage Harbor Financial Portfolio holdings
AUM
$151M
1-Year Est. Return
15.9%
This Fund
S&P 500
1 Year Est. Return
+15.9%
AUM
$151M
AUM Growth
+$2.46M
(+1.7%)
Holding
64
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.24M | |
| 3 | +$884K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$803K |
| 5 |
DXUV
Dimensional US Vector Equity ETF
DXUV
|
+$747K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$254K | |
| 3 | +$234K | |
| 4 |
Oracle
ORCL
|
+$223K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$175K |
Sector Composition
| 1 | Technology | 1.22% |
| 2 | Communication Services | 1.01% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Financials | 0.18% |
| 5 | Industrials | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$614B
| $276K | 0.18% |
913
-62
|
|
||
52
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
| $261K | 0.17% |
1,015
|
|
||
53
Boeing
BA
$165B
| $249K | 0.17% |
1,251
+92
|
|
||
54
Invesco QQQ Trust
QQQ
$461B
| $237K | 0.16% |
410
|
|
||
55
iShares S&P 500 Growth ETF
IVW
$71.3B
| $231K | 0.15% |
2,040
|
|
||
56
Nuveen ESG Mid-Cap Value ETF
NUMV
$445M
| $223K | 0.15% |
5,755
|
|
||
57
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| $218K | 0.14% |
2,346
-44
|
|
||
58
Schwab International Equity ETF
SCHF
$63.7B
| $213K | 0.14% |
8,593
|
|
||
59
Vanguard Information Technology ETF
VGT
$137B
| $209K | 0.14% |
+2,400
|
|
||
60
Dimensional Emerging Core Equity Market ETF
DFAE
$9.11B
| $209K | 0.14% |
+6,170
|
|
||
61
Exxon Mobil
XOM
$624B
| $202K | 0.13% |
+1,192
|
|
||
62
Broadcom
AVGO
$1.77T
| – | – |
-677
|
|
||
63
iShares Core S&P US Growth ETF
IUSG
$30.6B
| – | – |
-1,510
|
|
||
|
64
Oracle
ORCL
$579B
| – | – |
-1,144
|
|