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 | 1.9% |
| 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
Ingles Markets
IMKTA
$1.47B
| $0 | ﹤0.01% |
+1
|
|
||
|
INFA
1627
DELISTED
Informatica
INFA
| $0 | ﹤0.01% |
+15
|
|
||
1628
Insmed
INSM
$44B
| $0 | ﹤0.01% |
+25
|
|
||
1629
Inspire Medical Systems
INSP
$3.98B
| $0 | ﹤0.01% |
+2
|
|
||
1630
Samsara
IOT
$22.2B
| $0 | ﹤0.01% |
+13
|
|
||
1631
Ironwood Pharmaceuticals
IRWD
$604M
| $0 | ﹤0.01% |
+17
|
|
||
1632
Jack in the Box
JACK
$375M
| $0 | ﹤0.01% |
+8
|
|