SM

STF Management Portfolio holdings

AUM $107M
1-Year Est. Return 33.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M

Top Sells

1 +$2.08M
2 +$1.92M
3 +$1.68M
4
AVGO icon
Broadcom
AVGO
+$1.08M
5
AMZN icon
Amazon
AMZN
+$984K

Sector Composition

1 Technology 51.34%
2 Communication Services 15.79%
3 Consumer Discretionary 13.28%
4 Consumer Staples 6.11%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$220K 0.1%
3,130
-282
102
-13,513