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
$96.3M
AUM Growth
-$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$293K
3 +$165K
4
PLTR icon
Palantir
PLTR
+$144K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$120K

Sector Composition

1 Energy 1.18%
2 Financials 0.9%
3 Utilities 0.53%
4 Technology 0.48%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-43,697
27
-24,621