SFG
StrategIQ Financial Group Portfolio holdings
AUM
$885M
This Quarter Return
+3.6%
1 Year Return
+14.92%
3 Year Return
+12.58%
5 Year Return
+46.93%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+9.1%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
189
New
14
Increased
88
Reduced
62
Closed
8
Top Buys
Top Sells
Sector Composition
1 | Healthcare | 7.03% |
2 | Industrials | 3.3% |
3 | Financials | 2.84% |
4 | Technology | 2.07% |
5 | Energy | 0.94% |