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
$200M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Sells

1 +$2.34M
2 +$1.06M
3 +$647K
4
IBM icon
IBM
IBM
+$604K
5
LMT icon
Lockheed Martin
LMT
+$593K

Sector Composition

1 Financials 2.13%
2 Healthcare 1.09%
3 Technology 1.06%
4 Energy 0.75%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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