SFB

STAR Financial Bank Portfolio holdings

AUM $158M
1-Year Est. Return 10.28%
This Quarter Est. Return
1 Year Est. Return
+10.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$949K
3 +$890K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
AAPL icon
Apple
AAPL
+$788K

Sector Composition

1 Technology 8.96%
2 Financials 3.84%
3 Healthcare 3.49%
4 Industrials 3.4%
5 Consumer Discretionary 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-352