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
1026
$0 ﹤0.01%
+2
1027
$0 ﹤0.01%
+5
1028
$0 ﹤0.01%
+4
1029
$0 ﹤0.01%
+1
1030
$0 ﹤0.01%
+1
1031
$0 ﹤0.01%
+5
1032
$0 ﹤0.01%
+17
1033
$0 ﹤0.01%
+20
1034
$0 ﹤0.01%
+10
1035
$0 ﹤0.01%
+15
1036
$0 ﹤0.01%
+11
1037
$0 ﹤0.01%
+1
1038
$0 ﹤0.01%
+4
1039
$0 ﹤0.01%
+14
1040
$0 ﹤0.01%
+11
1041
$0 ﹤0.01%
+10
1042
$0 ﹤0.01%
+15
1043
$0 ﹤0.01%
+20
1044
$0 ﹤0.01%
+10
1045
$0 ﹤0.01%
+4
1046
$0 ﹤0.01%
+2
1047
$0 ﹤0.01%
+30
1048
$0 ﹤0.01%
+9
1049
$0 ﹤0.01%
+6
1050
$0 ﹤0.01%
+4