SM

STF Management Portfolio holdings

AUM $253M
1-Year Est. Return 28.69%
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$9.89M
2 +$6.48M
3 +$3.67M
4
AVGO icon
Broadcom
AVGO
+$3.43M
5
META icon
Meta Platforms (Facebook)
META
+$2.86M

Top Sells

1 +$411K

Sector Composition

1 Technology 49.83%
2 Communication Services 15.98%
3 Consumer Discretionary 14.12%
4 Healthcare 7.29%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.11%
3,626
+2,447
102
-4,878