SFS

Strategic Financial Services Portfolio holdings

AUM $1.86B
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$61.6M
2 +$23.5M
3 +$1.81M
4
SBIO icon
ALPS Medical Breakthroughs ETF
SBIO
+$778K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$761K

Sector Composition

1 Technology 3.06%
2 Healthcare 1.41%
3 Financials 1.29%
4 Consumer Staples 0.86%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,373