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
$102M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$96.6K
3
+$95.9K
4
XOM icon
Exxon Mobil
XOM
+$38.5K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$25.1K

Top Sells

1
+$3.14M
2
+$2.45M
3
+$2.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.72M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.61M

Sector Composition

1 Financials 0.72%
2 Energy 0.67%
3 Utilities 0.52%
4 Consumer Staples 0.25%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,052
27
– –
-4,507
1
2