SFC

Strategic Financial Concepts Portfolio holdings

AUM $711M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Sells

1 +$7.44M
2 +$6.82M
3 +$6.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.82M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.58M

Sector Composition

1 Consumer Staples 5.65%
2 Technology 3.67%
3 Energy 2.39%
4 Consumer Discretionary 1.5%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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