SFG
Sterling Financial Group Portfolio holdings
AUM
$316M
1-Year Est. Return
10.54%
1 Year Est. Return
+10.54%
AUM
$316M
AUM Growth
+$17.6M
(+5.9%)
Holding
78
Top Buys
| 1 | +$7.47M | |
| 2 | +$6.62M | |
| 3 | +$5.08M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$4.31M |
| 5 |
Amplify International Enhanced Dividend Income ETF
IDVO
|
+$3.3M |
Top Sells
| 1 | +$19.1M | |
| 2 | +$7.85M | |
| 3 | +$2.94M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$1.96M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$1.38M |
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Healthcare | 1.9% |
| 3 | Consumer Discretionary | 1.29% |
| 4 | Financials | 1.04% |
| 5 | Communication Services | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Bitcoin Trust
IBIT
$70.8B
| – | – |
-32,075
|
|
||
77
Netflix
NFLX
$463B
| – | – |
-1,530
|
|
||
78
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
| – | – |
-175,675
|
|