SFG
Steward Financial Group Portfolio holdings
AUM
$315M
1-Year Est. Return
13.78%
1 Year Est. Return
+13.78%
AUM
$315M
AUM Growth
+$1.59M
(+0.51%)
Holding
1,633
Top Buys
| 1 | +$4.59M | |
| 2 | +$3.16M | |
| 3 | +$2.06M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.73M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.71M |
Top Sells
| 1 | +$7.85M | |
| 2 | +$3.3M | |
| 3 | +$2.23M | |
| 4 |
Innovator US Equity Buffer ETF February
BFEB
|
+$1.66M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.4M |
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Financials | 1.88% |
| 3 | Healthcare | 1.12% |
| 4 | Consumer Discretionary | 0.94% |
| 5 | Energy | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Lennar Class B
LEN.B
$26.5B
| $0 | ﹤0.01% |
+9
|
|
||
1627
Leslie's
LESL
$15.2M
| $0 | ﹤0.01% |
+1
|
|
||
1628
Levi Strauss
LEVI
$8.5B
| $0 | ﹤0.01% |
+47
|
|
||
1629
Lifestance Health
LFST
$2.82B
| $0 | ﹤0.01% |
+105
|
|
||
1630
Ligand Pharmaceuticals
LGND
$3.8B
| $0 | ﹤0.01% |
+3
|
|
||
1631
Liberty Latin America Class A
LILA
$1.5B
| $0 | ﹤0.01% |
+26
|
|
||
1632
Lakeland Financial Corp
LKFN
$1.51B
| $0 | ﹤0.01% |
+3
|
|