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SFS
Starfox Financial Services Portfolio holdings
AUM
$118M
1-Year Est. Return
16.22%
This Fund
S&P 500
This Quarter
Est. Return
-4.06%
1 Year Est. Return
+16.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$11.6M
(+10%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
21.04%
Top 10 Holdings %
Top 10 Hldgs %
86.52%
Holding
28
New
9
Increased
10
Reduced
5
Closed
2
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$15.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$11.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.2M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.55M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$4.93M |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$11.2M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$11.2M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$10.9M |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$7.24M |
| 5 |
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
Merck
MRK
$306B
| $202K | 0.16% |
+2,306
| New | +$182K |
|
|
27
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
| – | – |
-130,347
| Closed | -$11.2M |
|
|
28
Vanguard Real Estate ETF
VNQ
$38.8B
| – | – |
-16,250
| Closed | -$1.74M |
|
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