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
$237M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$310K

Top Sells

1 +$1.03M
2 +$1.03M
3 +$980K
4
AMZN icon
Amazon
AMZN
+$615K
5
AVGO icon
Broadcom
AVGO
+$580K

Sector Composition

1 Technology 52.75%
2 Communication Services 15.61%
3 Consumer Discretionary 12.57%
4 Healthcare 6.15%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$163K 0.07%
13,513
-659
102
-6,501