SFO

Stenger Family Office Portfolio holdings

AUM $484M
This Fund
S&P 500
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 +$68.8M
2 +$31.2M
3 +$18.9M
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$18.1M
5
AAPL icon
Apple
AAPL
+$17.2M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.05%
+1,051