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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
101
$254K 0.15%
8,835
102
$251K 0.15%
+271
103
$250K 0.15%
1,799
104
$248K 0.15%
9,714
-60
105
$246K 0.15%
5,597
+9
106
$241K 0.14%
+2,521
107
$240K 0.14%
+3,140
108
$239K 0.14%
476
+22
109
$229K 0.14%
+913
110
$228K 0.13%
+4,356
111
$222K 0.13%
+786
112
$221K 0.13%
+1,648
113
$220K 0.13%
2,756
114
$218K 0.13%
+1,907
115
$211K 0.12%
9,945
-79,950
116
$210K 0.12%
+3,181
117
$210K 0.12%
+1,863
118
$202K 0.12%
775
-35
119
– –
-73,185
120
– –
-9,046
121
– –
-2,218
122
– –
-2,864
123
– –
-4,832
124
– –
-3,480
125
– –
-1,927
2 3 4
5
6