SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$9.21M
2 +$5.93M
3 +$5.01M
4
ALV icon
Autoliv
ALV
+$4.09M
5
ADBE icon
Adobe
ADBE
+$3.76M

Top Sells

1 +$5.17M
2 +$3.15M
3 +$1.68M
4
MO icon
Altria Group
MO
+$893K
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$884K

Sector Composition

1 Healthcare 20.1%
2 Consumer Discretionary 20.04%
3 Financials 18.57%
4 Communication Services 14.85%
5 Technology 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,900
202
$0 ﹤0.01%
35