SFG

Steward Financial Group Portfolio holdings

AUM $315M
1-Year Est. Return 13.78%
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 +$1.29M
2 +$312K
3 +$117K
4
V icon
Visa
V
+$71K
5
UNH icon
UnitedHealth
UNH
+$67.3K

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
679
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680
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681
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682
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17
683
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684
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685
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+24
686
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+32
687
$1K ﹤0.01%
+111
688
$1K ﹤0.01%
+31
689
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+12
690
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691
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+14
692
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693
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694
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695
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+26
696
$1K ﹤0.01%
+24
697
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+13
698
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+31
699
$1K ﹤0.01%
+25
700
$1K ﹤0.01%
+11