SFG
StrategIQ Financial Group Portfolio holdings
AUM
$885M
This Quarter Return
+5.69%
1 Year Return
+14.92%
3 Year Return
+12.58%
5 Year Return
+46.93%
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(+7.5%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
3.37%
Top 10 Holdings %
Top 10 Hldgs %
33.22%
Holding
193
New
9
Increased
73
Reduced
95
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$4.82M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.5M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.34M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.25M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.45M |
Top Sells
Sector Composition
| 1 | Healthcare | 6.09% |
| 2 | Industrials | 3.16% |
| 3 | Technology | 2.74% |
| 4 | Financials | 2.15% |
| 5 | Consumer Discretionary | 0.9% |
