SFS

Starfox Financial Services Portfolio holdings

AUM $118M
1-Year Est. Return 16.18%
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.29M
3
+$8.97M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.44M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.64M

Top Sells

1
+$11.2M
2
+$10.8M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.38M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.74M

Sector Composition

1 Energy 0.5%
2 Utilities 0.45%
3 Consumer Staples 0.22%
4 Technology 0.18%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$202K 0.16%
+2,306
27
– –
-130,347
28
– –
-16,250
1
2