SFP
Strategic Financial Partners Portfolio holdings
AUM
$215M
This Quarter Return
+1.6%
1 Year Return
+11.85%
3 Year Return
+42.12%
5 Year Return
+60.74%
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+0.53%)
Cap. Flow
-$1.57M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
66.01%
Holding
75
New
4
Increased
23
Reduced
34
Closed
7
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.87M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$2.83M |
| 3 |
iShares MSCI United Kingdom ETF
EWU
|
$1.39M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.28M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$1.02M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$2.65M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.51M |
| 3 |
iShares MSCI France ETF
EWQ
|
$1.28M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.19M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.13M |
Sector Composition
| 1 | Technology | 1.36% |
| 2 | Financials | 0.36% |
| 3 | Energy | 0.12% |
| 4 | Communication Services | 0.11% |
