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SFB

STAR Financial Bank Portfolio holdings

AUM $212M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.97M
3
+$4.35M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$4.24M
5
XTWY icon
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
+$3.27M

Top Sells

1
+$2.05M
2
+$1.85M
3
+$1.79M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.78M
5
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$1.77M

Sector Composition

1 Technology 7.6%
2 Financials 3.15%
3 Consumer Discretionary 2.02%
4 Healthcare 1.91%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.37%
4,091
-407
52
$627K 0.37%
2,228
+939
53
$614K 0.36%
1,002
-172
54
$609K 0.36%
2,004
+5
55
$583K 0.34%
3,142
-543
56
$582K 0.34%
763
+241
57
$579K 0.34%
5,622
+1,560
58
$576K 0.34%
7,750
-400
59
$574K 0.34%
2,893
+457
60
$567K 0.34%
6,801
61
$558K 0.33%
5,057
+43
62
$541K 0.32%
6,449
-709
63
$533K 0.32%
+4,307
64
$506K 0.3%
1,368
+856
65
$505K 0.3%
687
+127
66
$482K 0.29%
3,106
+126
67
$456K 0.27%
6,659
-1,042
68
$445K 0.26%
+17,260
69
$443K 0.26%
21,533
-81,443
70
$441K 0.26%
4,336
71
$437K 0.26%
3,334
-511
72
$434K 0.26%
870
-146
73
$423K 0.25%
1,914
-353
74
$410K 0.24%
7,610
75
$404K 0.24%
2,840
1 2
3
4 5