SFS
Starfox Financial Services Portfolio holdings
AUM
$118M
This Quarter Return
+4.4%
1 Year Return
+16.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
Vanguard Total Stock Market ETF
VTI
|
$19.3M |
2 |
Invesco QQQ Trust
QQQ
|
$13.8M |
3 |
SPDR S&P 500 ETF Trust
SPY
|
$13.4M |
4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$11.6M |
5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
1 | Utilities | 0.47% |
2 | Energy | 0.46% |
3 | Consumer Staples | 0.24% |
4 | Technology | 0.22% |