SFG

Steward Financial Group Portfolio holdings

AUM $315M
1-Year Est. Return 13.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,503
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$316K
3 +$117K
4
V icon
Visa
V
+$74.8K
5
UNH icon
UnitedHealth
UNH
+$65.8K

Sector Composition

1 Technology 3.99%
2 Financials 3.7%
3 Healthcare 2.12%
4 Industrials 1.78%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1K ﹤0.01%
+22
677
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+70
678
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+21
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683
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684
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685
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686
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+54
687
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140
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691
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692
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694
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695
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696
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+135
697
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698
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+18
699
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95
+75
700
$1K ﹤0.01%
+28