SFC
Strategic Financial Concepts Portfolio holdings
AUM
$711M
This Quarter Return
+7.19%
1 Year Return
+13.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$248M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.72%
Holding
241
New
241
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.55M |
| 2 |
Procter & Gamble
PG
|
$8.73M |
| 3 |
Vanguard Total Bond Market
BND
|
$8.06M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$7.61M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$6.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Consumer Staples | 4.75% |
| 3 | Consumer Discretionary | 4.53% |
| 4 | Energy | 3.34% |
| 5 | Financials | 2.59% |
