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
1276
$0 ﹤0.01%
+12
1277
$0 ﹤0.01%
+13
1278
$0 ﹤0.01%
+6
1279
$0 ﹤0.01%
+1
1280
$0 ﹤0.01%
+2
1281
$0 ﹤0.01%
+29
1282
$0 ﹤0.01%
+4
1283
$0 ﹤0.01%
+8
1284
$0 ﹤0.01%
+18
1285
$0 ﹤0.01%
+29
1286
$0 ﹤0.01%
+30
1287
$0 ﹤0.01%
+5
1288
$0 ﹤0.01%
+40
1289
$0 ﹤0.01%
+19
1290
$0 ﹤0.01%
+44
1291
$0 ﹤0.01%
+6
1292
$0 ﹤0.01%
+66
1293
$0 ﹤0.01%
+17
1294
$0 ﹤0.01%
+24
1295
$0 ﹤0.01%
+21
1296
$0 ﹤0.01%
+1
1297
$0 ﹤0.01%
+7
1298
$0 ﹤0.01%
+4
1299
$0 ﹤0.01%
+5
1300
$0 ﹤0.01%
+1