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
1326
$0 ﹤0.01%
+16
1327
$0 ﹤0.01%
+4
1328
$0 ﹤0.01%
+15
1329
$0 ﹤0.01%
+7
1330
$0 ﹤0.01%
+28
1331
$0 ﹤0.01%
+26
1332
$0 ﹤0.01%
+3
1333
$0 ﹤0.01%
+3
1334
$0 ﹤0.01%
+245
1335
$0 ﹤0.01%
+9
1336
$0 ﹤0.01%
+10
1337
$0 ﹤0.01%
+4
1338
$0 ﹤0.01%
+3
1339
$0 ﹤0.01%
+2
1340
$0 ﹤0.01%
+17
1341
$0 ﹤0.01%
+18
1342
$0 ﹤0.01%
+11
1343
$0 ﹤0.01%
+12
1344
$0 ﹤0.01%
+34
1345
$0 ﹤0.01%
+11
1346
$0 ﹤0.01%
+13
1347
$0 ﹤0.01%
+35
1348
$0 ﹤0.01%
+4
1349
$0 ﹤0.01%
+12
1350
$0 ﹤0.01%
+13