SFB
STAR Financial Bank Portfolio holdings
AUM
$169M
1-Year Est. Return
10.84%
1 Year Est. Return
+10.84%
AUM
$169M
AUM Growth
+$11.4M
(+7.2%)
Holding
126
Top Buys
| 1 | +$7.42M | |
| 2 | +$4.98M | |
| 3 | +$4.36M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$4.26M |
| 5 |
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
|
+$3.36M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.85M | |
| 3 | +$1.8M | |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$1.79M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Total Stock Market ETF
VTI
$567B
| – | – |
-1,030
|
|