SFG
StrategIQ Financial Group Portfolio holdings
AUM
$885M
1-Year Est. Return
14.92%
1 Year Est. Return
+14.92%
AUM
$885M
AUM Growth
+$21.2M
(+2.4%)
Holding
326
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.38M | |
| 3 | +$2.27M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.69M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.55M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$12.2M | |
| 3 | +$8.28M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$8.03M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$5.18M |
Sector Composition
| 1 | Industrials | 3.96% |
| 2 | Technology | 3.31% |
| 3 | Healthcare | 3.07% |
| 4 | Materials | 2.64% |
| 5 | Financials | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| – | – |
-1,967
|
|