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
1226
$0 ﹤0.01%
+61
1227
-288
1228
$0 ﹤0.01%
+8
1229
$0 ﹤0.01%
+55
1230
$0 ﹤0.01%
+5
1231
$0 ﹤0.01%
+6
1232
$0 ﹤0.01%
+3
1233
$0 ﹤0.01%
+1
1234
$0 ﹤0.01%
+9
1235
$0 ﹤0.01%
+23
1236
$0 ﹤0.01%
+13
1237
$0 ﹤0.01%
+16
1238
$0 ﹤0.01%
+3
1239
$0 ﹤0.01%
+19
1240
$0 ﹤0.01%
+12
1241
$0 ﹤0.01%
+1
1242
$0 ﹤0.01%
+5
1243
$0 ﹤0.01%
+20
1244
$0 ﹤0.01%
+1
1245
$0 ﹤0.01%
+9
1246
$0 ﹤0.01%
+8
1247
$0 ﹤0.01%
+2
1248
$0 ﹤0.01%
+8
1249
$0 ﹤0.01%
+16
1250
$0 ﹤0.01%
42
-1,160