SFO

Stenger Family Office Portfolio holdings

AUM $388M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$40M
2 +$22.3M
3 +$17.8M
4
NVDA icon
NVIDIA
NVDA
+$16.4M
5
JPM icon
JPMorgan Chase
JPM
+$16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.02%
2 Financials 12.98%
3 Communication Services 8.03%
4 Consumer Discretionary 7.4%
5 Healthcare 6.62%