SCFS
Stewardship Concepts Financial Services Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
–
Holding
53
Top Buys
| 1 | +$8.96M | |
| 2 | +$8.82M | |
| 3 | +$8.02M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$7.84M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$7.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Industrials | 1.18% |
| 3 | Financials | 0.75% |
| 4 | Consumer Staples | 0.44% |
| 5 | Energy | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$947B
| $217K | 0.18% |
+202
|
|
||
52
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| $208K | 0.18% |
+2,323
|
|
||
53
Procter & Gamble
PG
$370B
| $205K | 0.17% |
+1,432
|
|