SFC

Strategic Financial Concepts Portfolio holdings

AUM $109M
1-Year Est. Return 14.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$734K
3
+$271K
4
MNR icon
Mach Natural Resources
MNR
+$211K

Top Sells

1
+$3.68B
2
+$2.79B
3
+$2.06B
4
AAPL icon
Apple
AAPL
+$1.69B
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.66B

Sector Composition

1 Technology 5.42%
2 Consumer Discretionary 3.98%
3 Financials 2.89%
4 Energy 1.73%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
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