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SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $2.75B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$75.6M
3
+$69.1M
4
BABA icon
Alibaba
BABA
+$64.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$64.2M

Top Sells

1
+$43.5M
2
+$3.23M
3
+$1.57M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$781K

Sector Composition

1 Consumer Discretionary 22.69%
2 Financials 19.35%
3 Healthcare 16.95%
4 Technology 13.51%
5 Communication Services 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,208
177
– –
-35
178
– –
-10,024
4 5 6 7
8